Client Management

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 calls-to-action (CTA) buttons to help clients take action quickly.

The Four Portal Sections:

1. My Programs

• View assigned workout plans • See weekly workout schedule • Track workout completion • CTA Button: "Current Program" - Opens the full program details

2. Sessions & Booking

• View upcoming PT sessions and group classes • See next appointment details • Quick action buttons for each booking • CTA Buttons: "+ Book PT" and "+ Book Class"

3. Group Classes (within Sessions & Booking)

• View upcoming group class bookings • Empty state shows helpful guidance: - If classes are offered: "No upcoming classes - Browse available group fitness classes and book your spot" with "View Classes" button - If classes not offered: "Not available - Group classes are not currently offered. Contact your trainer for more info."

4. My Plan & Billing

• View active subscriptions, packs, and passes • See credits remaining for each service • Track expiration dates and renewal info • CTA Buttons: "View Credits" and "Add Service" (or "Buy More" when credits are low)

Access by clicking "View Credits" in My Plan & Billing. The modal provides:

Total Credits Available:

• Shows combined credits across all active services • Displays "Unlimited" if any service has unlimited credits • Shows total sessions used

Your Services Breakdown:

• Lists each active service with: - Service name and type (membership/pack/pass) - Trainer name - Credits remaining out of total - Visual indicator for low/no credits

Available Services:

• Browse services offered by your trainer • One-click purchase with Stripe checkout • See pricing for each service

Quick Action Buttons:

Each booking card has icon-only action buttons for a clean, responsive design: • Move (↻) - Reschedule the appointment • Calendar (📅) - Add to Google, Apple, or Outlook calendar • Cancel (✕) - Cancel the booking

Hover over any button to see its description. All buttons are accessible via keyboard.

Accessibility Features:

The Client Portal follows WCAG (Web Content Accessibility Guidelines) standards: • Keyboard Navigation - All interactive elements accessible via Tab, Enter, Space, and Arrow keys • Screen Reader Support - Proper ARIA labels and semantic HTML • Focus Indicators - Visible focus states on all buttons and links • Touch Targets - Minimum 44x44px touch targets for mobile users • Reduced Motion - Respects user's "Reduce Motion" system preference • Color Contrast - Meets WCAG contrast requirements in light and dark modes • Modal Focus Trap - Focus stays within modals until closed • Escape to Close - Press Escape to close any modal or dropdown

Cancelling a Service:

Clients can manage their subscriptions through: 1. Stripe Customer Portal - Click "Manage in Stripe" on subscription cards 2. Contact Trainer - For other services, contact trainer directly

When a client wants to cancel, trainers are notified and can discuss options before processing.