Client Management

Client Limits & Archiving

Overview:

Build Stability uses a secure client archiving system designed to help trainers manage their client roster while protecting subscription limits from abuse.

What Happens When You Archive a Client:

• ✅ Frees up a client slot in your subscription • ✅ Removes their current assigned plan (you'll need to reassign one if you unarchive them) • ✅ Blocks their app login access (they can't use the app while archived) • ✅ Preserves all progress history for future reference • ✅ Keeps contact information intact

Archive Process (5 Security Steps):

1. Select Archive Reason - Choose from: Client ended training, Temporary break, Payment issues, Switching trainers, Business closure, Other 2. Type "ARCHIVE" to Confirm - Must type exactly "ARCHIVE" (all caps) to prevent accidental archiving 3. 5-Minute Cooling Off Period - Cannot unarchive the same client for 5 minutes after archiving 4. Upgrade Pressure on Repeated Unarchives - If you try to unarchive multiple times when at your limit, you'll see escalating upgrade messages 5. Unarchive Blocked When at Limit - Cannot unarchive clients when you're at your active client limit

Subscription Limits by Tier:

| Tier | Client Limit | Archive Behavior | |------|--------------|------------------| | Free Trial | 6 clients | Can archive unlimited, but cannot unarchive when at 6 active clients | | Starter | 25 clients | Can archive unlimited, but cannot unarchive when at 25 active clients | | Pro | 100 clients | Can archive unlimited, but cannot unarchive when at 100 active clients | | Studio | 1000 clients | Can archive unlimited, but cannot unarchive when at 1000 active clients |

Unarchiving Clients:

1. Wait 5 minutes after archiving (cooling-off period) 2. Ensure you're not at your client limit 3. Go to the Clients page and find the archived client 4. Click "Unarchive" and confirm 5. Reassign a workout plan (workout plans don't restore automatically)

Common Issues & Solutions:

• "Can't unarchive immediately" - Wait 5 minutes after archiving • "Unarchive button not working" - Check if you're at your client limit • "Need to reassign workout plan" - Program Templates are removed for security when archived • "My client can't log in!" - Check if client is archived, they need to contact you directly

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