There are four client types within ABC Trainerize, allowing trainers to manage client access and tailor their experience based on their needs. These client types help control what clients see and do in the app, while ensuring trainers can manage their client list effectively.
The four client types are:
- Full Access (2-Way Messaging)
- Full Access (1-Way Messaging)
- Offline
- Basic
In this article, we will cover what each client type entails and how you can adjust client types. Note that you can also set certain permissions based on client type.
Overview of Client Types
Full Access (2-Way Messaging):
- Clients can log into the app with full access to all features.
- Clients can send and receive messages with their trainer.
Full Access 2-way messaging clients will automatically receive an invitation email to set up an account and download the app.
Full Access (1-Way Messaging):
- Clients can log into the app with full access to all features.
- Clients cannot message their trainer. Only the trainer can send messages to them.
Full Access 1-way messaging clients will automatically receive an invitation email to set up an account and download the app.
Offline:
- Clients cannot log into the app.
- No sign-in access however trainers can still track workouts, progress, and other data for in-person training.
- Clients will not see any tracked data.
- This client type still takes up a client seat in your plan.
Offline clients will not receive an invitation email as they will not sign into the app.
Basic:
The Basic client type is unique because it does not take up a client seat. This means that basic clients do not count towards your plan client limit.
What Basic Clients CANNOT do:
- No access to Messenger or 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).
What Basic Clients CAN do:
- Basic clients can have appointments.
- This means they also have a Dash, Calendar on the mobile app as well as a My Account section on the web.
- Basic clients can also purchase products using Stripe Integrated Payments and view their transaction history when logged in.
For a detailed breakdown of Basic clients, check out this article: Understanding Basic Clients Types.
Assigning a Client Type
You can select a client type when manually adding a client or when setting up automation for a product that you are selling.
In the example below, a product is set up to add a client as "Full Access 1-Way Messaging) when a new client purchases this product.
Changing a Client Type
For an individual client already added to an account:
- Open the client's profile card and select the Change Coaching Type from the drop-down.
2. Select the new client type and click Change.
For multiple clients already added to an account:
1. Navigate to the Clients tab and select multiple clients from the list.
2. Select the 'CHANGE TYPE' drop-down and click Change coaching type.
