Value arrives when a remote client enters the app with a clear journey — not when you have “finished every setting”. This is the flow as it exists in FitFlows today.
1. Open Clients → New
From the menu go to Clients. Top right, tap New (person + icon). The New client page opens.
Step 1 — Journey (required)
Pick a card:
- Full — Workout + nutrition
- Training only — Training programs only
- Nutrition only — Nutrition plans only
- Sessions only — Session packages (here we do not ask for journey duration/expiry)
Step 2 — Duration
Chips: 1 month / 3 months / 6 months / 12 months, or Other / Custom. The UI says expiry is calculated automatically (+7 grace days). With Sessions only this step is not needed.
Optional sections (closed by default)
- Client details — First name, last name, email, phone. In-app note: name and email are optional and can arrive from the account when they accept.
- Payment — One-off / installments, amount, method.
- Invite options — Validity (3 / 7 recommended / 14 / 30 days), welcome message, optional cycling discipline.
Tap Generate invite.
2. What you get after “Invite created”
They are not a billable client yet. It is a pending invite. The success sheet gives you, in order:
- Copy link — the access link
- Send on WhatsApp — opens WhatsApp with the text ready; you tap send (it does not send itself)
- Code (alternative) — to copy if they do not use the link (“they enter it by hand in the app”)
- Note: valid N days · until they accept they are not a client
- Go to invites — list in Clients → invites view
From the invite row you can also: Edit details, Copy link, Copy code, Send on WhatsApp, Resend email (only if the invite has an email), Regenerate invite, Cancel invite.
3. What the client actually receives
| Channel | What happens |
|---|---|
| Sends only if you filled the Email field. Typical subject: “{workspace name} invites you to join!”, with code and a “Complete registration” button. Customizable from workspace email settings. | |
| Not automatic. You share the already-composed message. | |
| Push | None to the client: they do not have the app/account yet. |
| Link / code | Opens the accept page, they enter details, password, health-data consent, and complete registration. |
There is no “magic login without password” in this flow: the client creates (or uses) an account and accepts the invite. Automatic reminders for unopened invites do not start on their own: if needed, use Resend email or Regenerate invite.
4. When they become a client (and who is notified)
Only after acceptance they appear as an active client in the list. Then you (admin/coach) can receive in-app + push: title “New client”, body like “{name} signed up” — if notifications are on.
Mandatory intake on first access is not on by default. Only if you enable Required Intake in settings does the client see a welcome block and must complete intake before using the platform.
5. Coach checklist within 24 hours
- Invite accepted? (otherwise they are not in active clients)
- Kickoff message in Chat (official channel): welcome, where to find Workout / Diet, when to do the check-in, “write to me here”
- If you enabled Required Intake, did they complete intake?
Measurable outcome
A remote client with working access and a clear Chat channel — without Excel and without five WhatsApp threads.