Adding Clients
Three ways to add clients to your trainer dashboard: invite, manual entry, or bulk upload.
Client Invite
Send invitation link
Manual Add
Fill in client details
Bulk Upload
Import CSV file
Method 1: Client Invite
Send an invitation link to potential clients. They register themselves and join your client list automatically.
Step 1: Navigate to Clients Page
From the main dashboard, click on "Clients" in the sidebar to open the client management page:
Scraler
Trainer Portal
Filter Clients
Filter clients by their current status
Invite New Clients
Create personalized invite links or send email invitations to new clients
Click "Create Invite Link" to open the invitation creation dialog:
Create Client Invite
Send a personalized invitation link to your new client
Multi-Step Configuration
The invite link creation process includes customization, required fields selection, design options, and a preview before generating your unique link.
Step 2: Client Self-Registration
When clients click your invite link, they'll see:
Join Alex Fitness Studio
You've been invited to start your fitness journey
Method 2: Manual Add
Add clients directly by filling in their information yourself. Best when you have all client details ready.
Access Add Client Form
Clients
Complete Client Information
Add New Client
Method 3: Bulk Upload
Import multiple clients at once using a CSV file. Perfect for transferring existing client lists.
Upload CSV File
Drop your CSV file here
or click to browse files
Import Process
After upload, you'll see a preview of all clients to be imported. You can review and edit before confirming the import.
Review Import Preview
After uploading your CSV, you'll see a preview of all clients to be imported:
Import Preview
✓ 3 clients ready to import • 0 duplicates found
John Doe
john@email.com • 555-123-4567
Goals: Weight loss
Jane Smith
jane@email.com • 555-987-6543
Goals: Strength training
Mike Johnson
mike@email.com • 555-456-7890
Goals: General fitness