Add clients individually via "Add New Client", or bulk import from an Excel file.
A 4-step form collects client details. Only name and email are required.
Screenshot: Add client form
Show: "Add New Client" dialog open at Step 1, first name and email filled in, step indicator visible at top
public/docs/add-client-form.png
The form has 4 steps:
Basic Information*
First name, last name, email, phone
Physical Information
Date of birth, gender, height, weight
Fitness & Health
Fitness goals, activity level
Review
Confirm all details before creating
Only name and email are required. Everything else can be added later.
Upload a spreadsheet to import multiple clients at once. Useful when:
Switching from another platform
Onboarding a batch of new clients
Importing from a gym's membership list
Screenshot: Excel import dialog
Show: import dialog with dropzone area, "Choose File" button, and "Supports .xlsx and .xls files" note
public/docs/excel-import.png
Supported Formats
Excel 2007 and newer
Legacy Excel format
Imported clients are staged for review — nothing is added until you approve. Click "Review Imports" to see staged entries:
Screenshot: Review imports modal
Show: review modal with 3+ staged clients listed, checkboxes, approve/remove buttons, search bar at top
public/docs/review-imports.png
When you first add someone, they start as Inactive. To get them into the app, you'll need to send them an invitation. Check out Invitations & Status for the full walkthrough.
Add your first client in under a minute
Manual entry or bulk import — whatever works for you.
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