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First Steps

This guide walks you through the essentials of setting up your account and getting your first client into the system. By the end, you'll have a client added, a check-in form assigned, and a clear picture of how the daily workflow fits together.

1. Set up your profile​

Head to Settings from the left sidebar. Three settings worth configuring right away:

  • Check-in review due hours — When a client submits a check-in, the system automatically creates a to-do item on your home page. This setting determines the deadline for that to-do. For example, if you set it to 24 hours and a client submits at 9am Monday, the to-do is due by 9am Tuesday. A typical setting is 24–48 hours.
  • Intake plan due hours — When a new client completes their intake form, the system creates a to-do for you to review their intake and build their first plans. This setting controls that deadline. A typical setting is 48–72 hours, since onboarding a new client takes more time than reviewing a weekly check-in.
  • Weight units — Choose whether weights are displayed and entered as kg or lbs.

Your home page sorts these to-dos by urgency — overdue items appear first, followed by due today, due tomorrow, and so on. Getting these values right means your to-do list accurately reflects your priorities.

2. Create your forms​

Before adding clients, it helps to have your forms ready. Go to Forms in the sidebar.

You'll want at least two forms:

  • Intake form — The questionnaire new clients fill out when they first join. This is where you collect their background: goals, training history, dietary preferences, medical conditions, injuries, and anything else you need to know.
  • Check-in form — The weekly form your active clients submit. Typically includes body measurements, training metrics (sleep, steps, water intake, days trained), subjective feedback questions, and progress photo uploads.

You can start from a starter template and customize it, or build one from scratch. Once created, mark one intake form and one check-in form as "active" — these will be auto-assigned when you add new clients.

tip

Spend some time getting your intake form right. The better your questions, the more context you'll have when programming for a new client.

3. Add your first client​

Go to your Clients directory (the main page) and click + Add client.

You'll enter a name and email, then choose a starting stage:

  • Intake — The client will see only the intake form on their portal. Once they complete it, they automatically move to "Active" with full portal access. This is the recommended starting point for new clients.
  • Active — The client skips intake and gets immediate access to everything: check-ins, goals, plans. Use this for existing clients you're migrating in.

Once added, the client gets their own dashboard where you'll manage everything for them.

tip

If you're migrating from another platform, you can use Import CSV to add multiple clients at once. Just prepare a CSV with name and email columns.

4. Set their check-in day​

Open the client's dashboard and find the Schedule section on the Overview tab. Choose which day of the week they'll submit their check-in (e.g., Monday).

This does two things:

  • Shows the client their next check-in date on their portal
  • Tracks their check-in adherence over time (a rolling 5-week average)

5. Build their first plan​

With the client's intake data in hand, you can now build their programs:

  • Meal plan — Go to the Meal Plans tab, click Create Meal Plan, set macro targets, add meals and foods. When you're happy with it, activate the plan — it becomes visible on the client's portal as a downloadable PDF.
  • Workout plan — Go to the Workout Plans tab, click Create Workout Plan, add training sessions, and populate each with exercises from your library. Activate it when ready.

Both plans have PDF export built in, so your clients always have a clean document to reference.

6. Understand the daily workflow​

Once everything is set up, your typical workflow looks like this:

  1. Check your to-do list — The home page shows all pending check-ins, sorted by urgency. Overdue items appear first.
  2. Review a check-in — Click into it, scan the metrics, compare progress photos, read their feedback.
  3. Write a response — Use AI to generate a draft that matches your style, then edit and save. Or write from scratch.
  4. Mark as reviewed — Done. Move on to the next one.

That's the core loop. Everything else — goals, notes, form customization — layers on top of this foundation as you need it.

Next steps​