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 over a week ago

Tracking your Clients' Daily Nutrition Logs

How to track your clients' food intake beyond macro values

Written by Audrey Arthaud
Updated over a week ago

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 over a week ago

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