Managing Clients

Everything from messaging to archiving clients

18 articles in this collection
Written by Brian, Taylor Homes, and Audrey Arthaud

Creating an Onboarding Sequence

Use TrueCoach to create a program to welcome new clients.

Written by Taylor Homes
Updated over a week ago

The TrueCoach Client Experience

You've seen TrueCoach as a coach, but what will your clients see?

Written by Audrey Arthaud
Updated this week

Tracking your Clients' Daily Nutrition Logs

How to track your clients' food intake beyond macro values

Written by Audrey Arthaud
Updated this week

Using TrueCoach for Nutrition Clients

A collection of ideas on how to use programs, metrics, and workouts to track nutrition along with regular training

Written by Audrey Arthaud
Updated over a week ago

Messaging Your Clients

Communicating with clients 1-on-1, a group, or to everybody simultaneously

Written by Audrey Arthaud
Updated over a week ago

The Client List

How to Export Clients

How to export clients and their information

Written by Brian
Updated over a week ago

Managing Your Clients

Using the Client Dashboard

Written by Audrey Arthaud
Updated over a week ago

Adding a New Client

Setting Up a New Client in TrueCoach

Written by Audrey Arthaud
Updated over a week ago

Client Types

What is the difference between remote, dual, and in-person clients?

Written by Audrey Arthaud
Updated over a week ago

How to Edit Client Type

Need to update a Client Type setting? Here's how!

Written by Taylor Homes
Updated over a week ago

Client Grouping

How to set up and use client groups

Written by Audrey Arthaud
Updated over a week ago

Compliance Rates

What are they and how are they calculated?

Written by Audrey Arthaud
Updated over a week ago

Client Due Dates

Why does it say my clients are past due?

Written by Audrey Arthaud
Updated over a week ago

Archived Clients

How do I archive a client and what happens when I do?

Written by Audrey Arthaud
Updated over a week ago

Deleting a Client

How to permanently delete a client instead of archiving

Written by Audrey Arthaud
Updated over a week ago

Client FAQs

TrueCoach In-App Timer

Learn all about the stopwatch, timer, and interval timer features!

Written by Taylor Homes
Updated this week

Client Invitation Email

What to do if a new client doesn't receive their email invitation to the app

Written by Audrey Arthaud
Updated over a week ago

Updating A Client's Email Address

Why can't I update a client's email address?

Written by Audrey Arthaud
Updated over a week ago