The first page you’ll land on when you login is the Profile List. On the right just above the table of your clients is the Create Profile button.
If your account is integrated with a CRM then you'll see the following two options:
- Create Profile: This option requires that you manually enter your client's data.
- Create Profile from CRM: This option extracts your client's data from the CRM. Please note that fields like Birthday and Height are not included and will need to be manually entered.
The Create Profile screen has several sections - Profile Info, PAR-Q, Notepad, and any Intake Forms setup for your account. Profile Info is where you’ll add your Client’s information. Gender, Birthday, and Height are required fields, as they will be used in many of the fitness assessments.
Email is an optional field. If you enter their email address and select “Allow access to Client Profile” the system will automatically send your Client an email letting them know that you’ve created a Profile for them. They will be invited to take ownership of their data by creating a secure password.
If you’re on a Gym or Enterprise account, you’ll also see a Staff field. This is where you can assign which Trainer will be able to view and edit this Client Profile. You can select as many Trainers as you like by checking the box next to their name. More information on this can be found in the Assigning Users to Profiles article.
From there you can continue to PAR-Q, Notepad, and Intake Forms before clicking on the Create Profile button at the bottom of the screen to save the Profile.
You can also click on the Create Profile on any screen to save your progress. In order to complete the rest of the profile creation process you'll need to select the profile from your Profile List and click on Profile Info on the left navigation bar.
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