Clients

Add / modify / delete a client, communicate with him, modify the client's objectives

25 articles in this collection
Written by Mathieu Gagné

Add a file to the library

In "cloud storage", it is possible to put a file in the library and thus to copy it from one client to another.

Written by Mathieu Gagné
Updated over a week ago

Share a graphic with your client

Here is the procedure to share a graph with your customers

Written by Mathieu Gagné
Updated over a week ago

How to create a new client

Here is the procedure to add a new customer

Written by Mathieu Gagné
Updated over a week ago

How to merge customers

When you have multiple accounts for the same customer, you can merge them to remove duplicates.

Written by Mathieu Gagné
Updated over a week ago

General

How to import a customer list

Here is the procedure to import a list of clients into Hexfit

Written by Mathieu Gagné
Updated over a week ago

See all the company's customers

It is possible for an administrator to see all the customers of his company, even those with whom he is not involved.

Written by Mathieu Gagné
Updated over a week ago

My client cannot connect

Various things can prevent a client from signing in, but the cause is usually an email or password error.

Written by Mathieu Gagné
Updated over a week ago

How to take action on several clients at the same time?

Here is the procedure for doing an action on several clients at the same time

Written by Mathieu Gagné
Updated over a week ago

How to archive and delete a client

Here is the procedure to delete a client

Written by Mathieu Gagné
Updated over a week ago

How to communicate with your customers?

Here is the procedure to communicate with your customers

Written by Mathieu Gagné
Updated over a week ago

Resend the invitation to my client

When you send an email to become an intervenor in a client's file and they don't receive it, you can resend it.

Written by Mathieu Gagné
Updated over a week ago

Goals

How to create a new goal

Here is the procedure to create a new primary and secondary goal for your client

Written by Mathieu Gagné
Updated over a week ago

How to see goals from the clients tab

Here is the description in order to see the objectives directly in the client tab.

Written by Mathieu Gagné
Updated over a week ago

Create schedule and periodization

Training periodization is a tool that can be used by the professional to optimize his long-term planning

Written by Mathieu Gagné
Updated over a week ago

How to delete a secondary objective

How to delete a secondary objective

Written by Mathieu Gagné
Updated over a week ago

How to mark an objective as completed

Here is the procedure to mark a goal as successful

Written by Mathieu Gagné
Updated over a week ago

How to modify an objective

Here is the procedure to modify an objective

Written by Mathieu Gagné
Updated over a week ago

How to delete an objective

Here is the procedure to delete an objective

Written by Mathieu Gagné
Updated over a week ago

Archived programs

A program assigned to a client that becomes obsolete may be archived instead of being deleted.

Written by Mathieu Gagné
Updated over a week ago

How do I assign a program to a client?

Here is the procedure to assign a program to a client

Written by Mathieu Gagné
Updated over a week ago

Where to see the results and comments following the training sessions

You can see and compare a client's results over time. You can also read the comments he left for you.

Written by Mathieu Gagné
Updated over a week ago

What are the interventions?

Here is the description of the different types of interventions

Written by Mathieu Gagné
Updated over a week ago

Understanding intervention codes

What are intervention codes

Written by Mathieu Gagné
Updated over a week ago

How to pin an intervention?

Here is the procedure for pinning an intervention at the top of the page

Written by Mathieu Gagné
Updated over a week ago

"This email is already in use for a Hexfit user"

This means that the client you are trying to add already has a Hexfit account under that email or has had one in the past.

Written by Mathieu Gagné
Updated over a week ago