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, Engage, Leads) with icons for quick identification.

Clients List Tab:

• View all your clients in a comprehensive table with smart grouping • Setup incomplete - Clients missing Plan, Service, or Trainer (amber header). The Services column shows the primary service name, extra services as +N. Status dots: green = active; orange = pending checkout only; rose with a sky ring = pass/window ended by date; pulsing red = Stripe past due, unpaid, or incomplete. Open Filters → Payments & access window to list those clients plus anyone whose pass/window end date has passed (rose dot). • Fully assigned - Clients with all three assignments complete (emerald header) • Advanced Search - Search clients by name, email, phone, tags, or service names (pack names, pass names, subscription/plan names) • Service Type Filter - Filter clients by service type (Membership/Subscription, Pack, or Pass) using the Filters button • Combined Filtering - Search and service type filters work together for precise client finding • Invite new clients via email invitation system • Add clients manually (advanced option) • Assign workout plans, services, and trainers • Archive/unarchive clients with security controls • Sort by various criteria (name, assignment status, etc.) • Visual Feedback - Clients smoothly animate into "Assigned" section when all three assignments are complete

Client Progress Tab:

• Assign, edit, and manage workout plans for all clients • View all assigned workout plans with status tracking (Active, Not Started, Paused, Completed) • Filter and search workout plans by client, template, or status • Quick access to individual client workout plan details • Edit workout plan assignments, change status, and add notes • Cross-link to Clients → Engagement tab for Build Scores and adherence metrics

Engagement Tab:

• Build Scores, Needs Attention, and client engagement metrics • Same content as the former Dashboard Client Engagement tab; now under Clients for better grouping.