In ABC Trainerize, clients can be added to your account through several different methods, whether you’re manually adding clients, integrating with other software, or using automation tools. Understanding these processes helps streamline client onboarding and manage the client experience.
This article will walk you through the various ways clients can be added, what happens after they’re added, and how your automated business-level messages and events are triggered.
Manually Adding Clients
You can manually add clients directly from your ABC Trainerize web account. This option is ideal for adding individual clients one at a time or if you take payment outside of the app:
- Navigate to the Clients tab.
- Click on the “+ New” button.
- Enter the Client’s Email Address, First and Last name, Client type and assign them to a Trainer/Location.
Once added, the client will receive an automatic invitation email prompting them to create their account and download the app.
For more information on adding clients to your account, visit: How To Add Clients To ABC Trainerize
Uploading Clients via CSV File
For adding clients in bulk, ABC Trainerize allows you to upload a CSV file:
- Prepare your CSV file with client details (e.g., name, email).
- Navigate to the Clients tab and select the import option to upload your file.
This method is useful for adding multiple clients at once without needing to enter details manually. For more information on bulk adding clients to your account, visit: How to bulk import client lists into Trainerize.
Clients Added Through Product or Checkout Links
Clients can also be added automatically when they make a purchase from a Product or Checkout link using our Stripe Integrated Payments Add-on. This method is great for businesses that sell programs or services online.
When a client purchases through the checkout link, they are automatically added to your Trainerize account and any automation that you have linked to the product will run. For more information on selling products, visit: How to sell a product.
Clients Added via Zapier or API Automation
Automation tools like Zapier can also add clients to your account. This is especially useful for automating repetitive tasks or connecting ABC Trainerize to other business platforms. For example, a Zapier trigger can be set up to add a new client whenever they fill out a form on your website or sign up through another platform.
For more information on the Zapier integration visit: What is Zapier and why should I use it?
Clients Added via Integration
If you’re using an integration like ABC Ignite, Mindbody, or ABC Glofox, clients can be synced and added to your ABC Trainerize account. This ensures seamless integration between your booking, scheduling, and training services. Please note that access to these integrations is limited to Studio or Enterprise plans.
What Happens After Clients Are First Added?
When a client is added to your account through any of the methods mentioned above, several automatic events and communications are triggered. These events can be adjusted and/or customized (with the exception of the invitation email) via the Settings > Auto Messages and Events area of your Trainerize web account:
- Invitation Email: Full-access clients will receive an email prompting them to set up their account and download the app.
- Consultation Form: If turned on, clients will be prompted to fill out a consultation form when setting up their account via the invitation email.
- Custom Welcome Email: If you’ve set up a customized welcome email, clients will receive this email alongside the Invitation email.
- First sign-in message: Upon first sign-in, clients can receive an in-app message. This message can be toggled off or customized via Settings > Auto-Messages and Events
For more information on the automated communications to clients when added, visit: Managing General Notification and Auto-Message Settings
