What are Client Types?

Having client types makes it easier for trainers to manage and control client access. There are four client types: Full Access 1-way messages, Full Access 2-way messages, Offline and Basic. You can also set certain permissions within the client types. Learn more here. 

 

Full Access 2-way messaging: The client can sign into the app with access to everything and with two way messaging with their trainer. Choosing this option will automatically send the client an Invitation Email to download the app.

 

Full Access 1-way messaging: Clients can sign into the app with access to everything but they cannot message their trainer, only the trainer can send messages to the client if they wish to but the client cannot reply. Choosing this option will send the client an Invitation Email.

 

Offline: No sign-in app access. Clients will not be able to login to the app but they will show up in a trainer's client list and take up a client seat that counts towards an account's client numbers. Trainers will be able to track the client's workouts, progress etc for in-person training but the client will not see any of this. This option will NOT send the client an Invitation Email.

 

Basic: The basic client type is unique in that it does NOT take up a client seat. This means, that if you have purchased a Pro 15 plan, for example, a Basic client will not count towards the 15 clients that you are paying for. Here are some other things to consider before selecting Basic when adding a new client. 

• This is what Basic clients DO NOT have:
  • Basic clients cannot use Messenger/Groups
  • Basic clients cannot have training programs assigned to them
  • Basic clients cannot track workouts, cardio, meals, photos/body stats or sleep
  • Basic clients cannot be assigned to a trainer, only to a Location

Assigning a Client Type to a Client

You will first have the chance to select a client type when you manually add a client to your business. 

You can also select a client type when setting up automation for the product you are selling. In the example below,  any client that purchases this product will be added as a Full Access client with 1 way messaging:

 

Changing a Client Type

Here is how to edit the a client type once the client has been added already. 

 

Changing the Client Type for an Individual Client

1. Click on the client's name in the Clients tab and then select the menu at the top right of the client Profile Card. Next, select Change Coaching Type.

 

2. Select the new client type and click Change.

 

Changing the Client Type for Multiple Clients

1. Navigate to the Clients tab and select multiple clients within the list.

2. Select the 'CHANGE TYPE' drop-down and click Change coaching type.

 

 

 

Related Articles

• Setting up client permissions based on client type
• How do I set up the basics and add my first client?
• How can my clients use Trainerize
• How do my clients login to Trainerize?

This article was last updated on May 22, 2024 17:57