Client Management

Clients Page Tabs: The Clients page uses an in-page tab system for efficient client management. On mobile, tab names are shortened (Clients, Progress,...

Powerful Search & Filter System: The Clients page includes advanced search and filtering capabilities to help you quickly find and manage your client...

The Three Essential Assignments: Build Stability's client management system is built around three core assignments: 1. Workout Plan Assignment (Why I...

Add clients through the Clients page → Clients List tab. Use the "Invite Client" button for email invitations or "Add Manually" for direct entry. Impo...

What is "Send Setup Email"? The "Send Setup Email" feature allows you to invite clients who were manually added to your system. When you add a client...

Track client progress, view workout history, and manage their fitness journey with detailed profiles. Use the Client Progress tab to manage workout pl...

What is Your Engagement Score? Your Engagement Score is a personalized metric (0-100) that gives you a holistic view of your fitness progress. It's au...

Holistic Client Tracking: The Engagement Score is a comprehensive fitness metric (0-100 scale) that combines multiple performance factors. What It M...

Your client's 1RM trajectory, at a glance: The Strength Journey chart plots estimated 1RM over time from actual logged sets, then draws a trendline p...

Organized Client Dashboard: Client dashboards now use tabs to reduce cognitive load and improve focus. 📈 Progress Tab: • Engagement Score Widget - ...

Two Types of Notes: 1. Trainer Notes (Private) 🟡 • Icon: Amber sticky note • Visibility: Only YOU can see • Perfect for: - Personal observations ...

Overview: Build Stability uses a secure client archiving system designed to help trainers manage their client roster while protecting subscription lim...

The five-tab layout (v2.1.0): The client portal opens on Today by default and is organised into five tabs that mirror the bottom navigation on mobile...

Overview: Control whether clients need an active service plan (membership, pack, or pass) to book sessions. These toggles are in the Booking Access pa...

The outcome: clients book a 1:1 session that fits your availability, it lands on your calendar instantly. No more clients waiting for "yes, see you Fr...

Overview: You can create memberships, packs, and passes without connecting Stripe. These services use manual tracking — the app tracks sessions and cr...

Your Central Hub for Schedule Management: The Smart Scheduling tab (labelled Smart on mobile) on your Calendar page is your one-stop destination for:...

Natural Language Scheduling with Voice Input: The Smart Scheduling tab features an AI-powered personal assistant that understands natural language in...

Automated Client Communication: After applying schedule changes, you can send bulk notifications to all affected clients via email or SMS. This ensur...

Configure Your Availability and Default Settings: The Availability tab (Avail. on mobile) on your Calendar page lets you set when you're available fo...

Calendar Display Options: The Calendar page provides multiple views to help you manage your schedule efficiently. View Modes: • Day View - Detailed ...

Running online sessions and classes with BuildStability: You can mark a 1:1 appointment OR a recurring group class as online and attach a video meeti...

Creating Recurring Appointments (3-Click Flow): The Create Appointment modal includes an inline recurring configuration. No separate modal or extra c...