You use Add client to create a client profile, choose a payment setup (recurring, one-time, or installments), and send an invite email. Find it in Clients → Add client (top-right).
Follow these steps
Open Clients.
Click Add client (top-right).
Enter the client’s details (fill all required fields), then click Continue.
Choose a payment type: Recurring, One-time, or Installments.
Review and customize the invite email, optionally attach files (like client agreements), then click Send email.
Notes & best practices
Attach agreements or onboarding files directly in the invite email screen so the client gets everything in one place.
Double-check required fields before clicking Continue to avoid missing info later.
Use Recurring for ongoing coaching, One-time for single packages, and Installments when you want to split payments.
Want to test the client experience? Add a sample client - it won’t affect billing if you archive them later.
FAQ
Can I send an invite without a payment setup?
Can I send an invite without a payment setup?
Yes. Payment is optional, but setting it up helps you keep billing and client onboarding on track.
Can I attach a waiver or agreement to the invite?
Can I attach a waiver or agreement to the invite?
Yes, attach files at the bottom of the invite email screen before you send it.
What’s the difference between recurring and installments?
What’s the difference between recurring and installments?
Recurring repeats on a schedule (weekly/monthly), while installments split a total across a fixed number of payments.
How do I preview what the client sees?
How do I preview what the client sees?
Add a sample client to test the client experience, then archive later if needed.