Invite Clients to Register (Hub App)

• There are multiple ways to invite your Clients to register with you on CoachFirst - read below to decide which method works best for your business.
• For security purposes, Clients are required to register with you before they can book a service with your business.
• The registration process only takes a couple minutes for the Client to complete, and includes important steps, including accepting a waiver for your business, and accepting CoachFirst's terms and conditions.

The Easiest Option: Send Clients a registration link

• We highly recommend sending Clients a registration link to register with your business and create their CoachFirst account - it's the easiest option for you and them!
• To send Clients a registration link, go the your Calendar
• Select the link icon of three dots connected by lines at the top right
• That will give you multiple options for how to send the registration link to a Client or group of Clients, including:
• By text or other messaging service
• Email
• Social media
• Selecting "Copy" and pasting the link onto your website, social media, or other method that you want to send it

Adding One Client at a Time: Add a Client and invite them to register

• Instructions and videos for adding a Client yourself can be found in Add a Client
• Note: the Add a Client articles includes helpful information about Primary Members and Family Members, and when to use them

Uploading a Client list

• If you have an existing Client list in a spreadsheet that you have downloaded from a previous software provider or that you keep yourself, uploading that data into CoachFirst is a great option
• This can also be useful if you have information that you don't want to lose, such as remaining credits or client notes
• If this option sounds like a good fit for you, please reach out to the CoachFirst team at [email protected]
• We will help you upload the data and quality check the results to ensure a smooth transition process for you and your clients