Clients
Manage client profiles, assignments, progress, and communication.
By Noah and 2 others3 authors11 articles
- How to add a clientAdd a client in Superset to send an invite with custom payment options and onboarding settings
- How to add a sample clientAdd a sample client in Superset to test features and preview the client experience before adding real clients
- How to use client tagsLabel and filter clients with custom tags in Superset to simplify client management and assign group programs in bulk
- How to create and track habits for a clientTrack client habits in Superset with daily or weekly reminders, simple check-ins, and automatic tracking in your Inbox feed
- How to edit client informationUpdate client details from their profile so your records stay accurate and your coaching setup stays organized
- How to add content links to a client profileAdd content links to a client in Superset so they can access resources like videos, forms, or documents anytime in their app
- How to convert leads into paying clientsConvert application leads into active clients with a paid offer using Superset Leads and Payments
- How to collect and qualify client leadsCapture new leads with an application form and quickly mark them as qualified in Superset Leads
- How to archive a clientArchive a client in Superset so they no longer show as active and won’t count toward billing
- How to add a PAR-Q form or liability waiver to a client profileAttach PAR-Q forms and liability waivers in Superset by adding them to a client invite email or linking them in the client’s Content section
- How to use Messages in SupersetMessage your clients directly through in-app chat on web and mobile