Managing Your Clients
View, communicate with, and track progress with all your clients.
Viewing Your Clients
Access your client list from the Clients tab:
- 1Tap Clients in the navigation
- 2View all clients you've had sessions with
- 3Tap on a client to see their details
Client Information
Each client profile shows:
Contact Information
Name and how to reach them
Session History
All past and upcoming sessions with this client
Total Sessions
How many sessions you've completed together
Package Status
If they've purchased packages, remaining sessions shown
Communicating with Clients
Stay in touch with your clients:
In-App Messages
Send messages directly through the app. History is saved for reference.
Session Notes
Add private notes after sessions to track what you covered.
Tracking Progress
Keep track of each client's journey:
View Past Sessions
See dates, durations, and topics covered
Add Notes
Record progress, areas to focus on, and follow-ups
Identify Patterns
Track which topics need more attention
Client Reviews
Clients can leave reviews after sessions:
Encouraging Reviews
After successful sessions, politely encourage satisfied clients to leave a review. Reviews help attract new clients and build your reputation on the platform.
Client Management Tips
- • Send a follow-up message after each session
- • Take notes during sessions for later reference
- • Remember personal details to build rapport
- • Suggest packages to committed clients
- • Respond to messages promptly