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.
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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