Add a Client (Hub App)

• Click on the person icon on the bottom menu to see your Clients
• Note: 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

• Click on the red button with "+" sign in it
• 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 Email invite?" checkbox
• 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

• Click on the box for "Add Family Member"
• Enter the name and date of birth of the family member
• Click the red "Add Member" button
• Click on the red "Add Client" or "Update Client" button to save all member additions and updates