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Clients
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