Managing Clients
Keep all your client information organised in one place. Track health forms, session history, package balances, and notes for every client.
Accessing Client Management
- Log in to your admin panel
- Click Clients in the sidebar
- View your full client list
Client Overview
Your client list shows:
| Column | Information |
|---|---|
| Name | Client’s full name |
| Contact email | |
| Status | Active, Inactive, or Archived |
| PAR-Q | Health form status (see below) |
| Last Session | Most recent booking |
| Packages | Active session packages |
PAR-Q Status Indicators
The PAR-Q (Physical Activity Readiness Questionnaire) status shows:
| Status | Meaning | Action Needed |
|---|---|---|
| Not Completed | Client hasn’t filled out the form | Send reminder |
| Pending Review | Form submitted, needs your review | Review before training |
| Reviewed | You’ve reviewed and approved | Ready to train |
| Expired | Over 12 months old | Client needs to update |
Important: Always review PAR-Q responses before training new clients. This protects both you and your client.
Quick Actions
From the client list, you can:
- Search - Find clients by name or email
- Filter - View by status (Active, Inactive, Archived)
- Sort - Order by name, last session, or status
- Export - Download client data as CSV
Client Profile Overview
Click any client to view their full profile:
- Contact Details - Name, email, phone
- Health Information - PAR-Q responses and considerations
- Booking History - All past and upcoming sessions
- Session Packages - Active packages and credits remaining
- Notes - Your private notes about the client
Key Features
Best Practices
Regular Review
- Check PAR-Q status for all active clients monthly
- Follow up with inactive clients periodically
- Keep notes updated after each session
Data Hygiene
- Archive clients who no longer train with you
- Keep contact information current
- Remove test or duplicate accounts
Privacy
- Client data is private and secure
- Only you and your team can access it
- PAR-Q responses contain sensitive health information
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