Client Management

Client Profile Overview
SUMMARY- The client profile page has all of your clients stored information such has their phone number, Goal Type and user status. You can update your cli...
Fri, 8 May, 2020 at 5:05 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. After you click any client in th...
Fri, 1 May, 2020 at 4:08 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, 8 May, 2020 at 5:05 PM
Customizing A Client’s Daily Message Settings
SUMMARY – The core part of your Off Day Trainer account are the automated text messages that are sent out to every client in your system. Every new client ...
Fri, 8 May, 2020 at 5:05 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 clients that will be in ...
Fri, 8 May, 2020 at 4:48 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, 8 May, 2020 at 4:49 PM
Reviewing A Client’s Message History
Summary – In your Off Day Trainer account you have access to a client’s full messages history. This means you can see every message they have received from...
Fri, 8 May, 2020 at 4:50 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.   CONTENT – T...
Fri, 8 May, 2020 at 4:50 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 question...
Fri, 8 May, 2020 at 4:51 PM