Client Management

Client Profile Overview
SUMMARY- The client profile page has all of your clients' stored information such as their phone number, goal type, and user status. You can update yo...
Fri, 16 Jul, 2021 at 3:21 PM
Client Settings Overview
Once a client has opted-in to the system, their name will appear in the client list under the main “clients” navigation tab. Click on a client's name a...
Fri, 16 Jul, 2021 at 2:39 PM
Creating A Group of Clients
SUMMARY: If you offer any type of group training such as boot camps / Tabata / Yoga Training / Teacher Training or any type of Course Training that will ha...
Fri, 16 Jul, 2021 at 2:40 PM
Customizing A Client’s Daily Message Settings
SUMMARY – The core part of your Off Day Trainer account is the automated text messages that are sent out to every client in your system. Every new client w...
Fri, 16 Jul, 2021 at 2:43 PM
Edit A Client’s Schedule
SUMMARY– In your Off Day Trainer system, each client has their own calendar that shows their daily messages and any appointment / session they may have sch...
Fri, 8 May, 2020 at 5:05 PM
Leads, Prospects, Active and Former Clients
SUMMARY: Throughout the Off Day Trainer interface, you will see references to a client’s "status". There are four different types of statuses tha...
Fri, 16 Jul, 2021 at 2:51 PM
Replying To Clients
When clients text you via the 41259 short code, their message will display in your Off Day Trainer inbox, and we’ll forward it to your cell phone. Respond ...
Fri, 16 Jul, 2021 at 2:53 PM
Reviewing A Client’s Message History
Summary – In your Off Day Trainer account, you have access to a client’s full message history. This means you can see every message they have received from...
Fri, 16 Jul, 2021 at 2:56 PM
Understanding a Client’s Schedule
SUMMARY – The schedule will show what daily messages are scheduled for the client and if that client has a scheduled appointment with you.  &...
Fri, 16 Jul, 2021 at 2:58 PM
View / Resend a Clients Questionnaire
SUMMARY – When a client joins your Off Day Trainer system and fills out a questionnaire, it is stored within their Client Profile. You can view the questio...
Fri, 16 Jul, 2021 at 3:16 PM