Clients
Manage client profiles, assignments, progress, and communication.
How to add a clientAdd clients to Superset with custom payment options and invitation 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 edit client informationYou can update your client’s details directly from their profile
How to archive a clientLearn how to archive clients so they no longer appear as active and won’t count toward your billing
How to create and track Habits for a clientTrack client habits with daily reminders, simple check-ins, and automatic activity syncing
How to add a PAR-Q form or liability waiver to a client profileAttach important forms (like PAR-Q or liability waivers) to Superset by including them in client invites or linking them in the Content section
How to add freebies into your client’s Content tabUse Superset freebies to share guides, templates, and resources directly with your clients
How to convert leads into paying clientsTurn application leads into active clients with payments in just a few steps
How to collect and qualify client leads in SupersetUse Superset’s lead tools to capture interest, review applications, and turn leads into paying clients
How to enable in-app messaging with clientsEnable in-app messaging to chat directly with your clients inside the Superset app
How to add content links to a client profileAdd links like Google Docs, Sheets, Notion pages, or Canva files to your client’s Content tab