Add a Client (Coach Portal)

• From the main menu on the left, navigate to -> Clients

• When you initially sign up for CoachFirst, you as the business owner are automatically added as a Client; this allows you to login to the Client Portal and CoachFirst app to see the experience for your Clients
• To add a new Client, click on the "+Add Client" button

• Add the name, e-mail, etc. information at the top of the page
• The member that is added here is the Primary Member (learn more about Primary Members and Family Members)
• To send an email to the Client that invites them to complete the registration with you, select the "Send invite to client by email" checkbox
• If you have multiple Locations, set the default Location or "home base" for the Client
• Click on the Add Client button to save the Client
• Congrats, you have created the Client and can now view and update their information, and book them for your services!

• To add a Family Member or create a new Client? That is the question...
• There are times when you may want to set up a family member as a separate client, instead of as a Family Members under the same Client profile
• Family Members are not able to log in to CoachFirst, book services, or receive service reminders
• Please see our guide to Primary Members and Family Members for more information to help you decide how to use Family Members for your business and Clients

• Adding a Family Member when adding a Client for the first time
• Click on the "Add Family Members" button
• Enter the information for the Family Member
• Click on the "Add Family Members" button to add another Family Member
• Once you are done adding Family Members, click the "Add Client" button to add the Primary Member and Family Members

• Learn more about Primary Members and Family Members

• Adding a Family Member after you have created the Client
• On the Client Details page, scroll down to the Family Members section

• Click on "Edit" button
• Add Family Members information
• Click "Save"

• Once you have created a Client, you can invite them to create their CoachFirst account

The benefits of inviting Client to register

• Once they have completed their registration and created a password, they can:
• Login to the Client Portal and CoachFirst app
• Book services
• Make card payments
• Check their scheduled services and add them to their calendar

How to invite a Client

• When you first create a Client, you can send an invitation email to them to complete their registration by selecting the "Send invite to client by email" checkbox
• If you want to invite (or re-invite) a Client after you have added them from the Clients page select the "Actions" button for them and select "Invite Client by Email" from the menu