Client Management
Client Management
Managing your clients
Clients Page Overview
Clients Page Tabs:
The Clients page uses an in-page tab system for efficient client management. On mobile, tab names are shortened (Clients, Progress,...
Searching & Filtering Clients
Powerful Search & Filter System:
The Clients page includes advanced search and filtering capabilities to help you quickly find and manage your client...
Why Assign Workout Plan, Service & Trainer?
The Three Essential Assignments:
Build Stability's client management system is built around three core assignments:
1. Workout Plan Assignment (Why I...
Adding & Inviting Clients
Add clients through the Clients page → Clients List tab. Use the "Invite Client" button for email invitations or "Add Manually" for direct entry. Impo...
Send Setup Email to Manually Added Clients
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...
Client Profiles & Progress
Track client progress, view workout history, and manage their fitness journey with detailed profiles. Use the Client Progress tab to manage workout pl...
Understanding Your Build Score (For Clients)
What is Your Build Score?
Your Build Score is a personalized metric (0-100) that gives you a holistic view of your fitness progress. It's automaticall...
Client Limits & Archiving
Overview:
Build Stability uses a secure client archiving system designed to help trainers manage their client roster while protecting subscription lim...
Client Portal Features & Navigation
Client Portal Overview:
The Client Portal is where your clients manage their fitness journey. It's organized into four main sections, each with clear...
Booking Access Controls
Overview:
Control whether clients need an active service plan (membership, pack, or pass) to book sessions. These toggles are found in the Booking & S...
Creating Services Without Stripe (Manual Billing)
Overview:
You can create memberships, packs, and passes without connecting Stripe. These services use manual tracking — the app tracks sessions and cr...
Smart Scheduling & Capacity Utilization
Your Central Hub for Schedule Management:
The Smart Scheduling tab (labelled Smart on mobile) on your Calendar page is your one-stop destination for:...
Voice Commands & AI Scheduling Assistant
Natural Language Scheduling with Voice Input:
The Smart Scheduling tab features an AI-powered personal assistant that understands natural language in...
Bulk SMS & Email Notifications
Automated Client Communication:
After applying schedule changes, you can send bulk notifications to all affected clients via email or SMS. This ensur...
Setting Availability & Session Preferences
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 View Features
Calendar Display Options:
The Calendar page provides multiple views to help you manage your schedule efficiently.
View Modes:
• Day View - Detailed ...
Recurring Appointments
Creating Recurring Appointments (3-Click Flow):
The Create Appointment modal includes an inline recurring configuration. No separate modal or extra c...