Clients
Manage client profiles, assignments, progress, and communication.
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 edit client informationUpdate client details from their profile so your records stay accurate and your coaching setup stays organized
How to archive a clientArchive a client in Superset so they no longer show as active and won’t count toward billing
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 Activity feed
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 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 enable in-app messaging with clientsEnable in-app messaging in Superset so you can chat directly with a client inside the Superset app
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 use client tagsLabel and filter clients with custom tags in Superset to simplify client management and assign group programs in bulk