Applicable to:   Fitness Professional Fitness Professional



Jump to:

1. Adding Clients - Web   Mobile

2. Editing a Client's Profile - Web

3. Creating a Client Group - Web   Mobile

4. Adding Clients to a Group - Web   Mobile

5. Removing Clients from a Group - Web

6. Deleting Clients - Web



Adding Clients




1. When you log into your account, you will first be directed to your Dashboard page. On the menu on the left side of the page, click Clients.


2. Next, you will be directed to the Clients List page, which includes all your current clients. In the upper part of the page, click the Add Client button.


3. A Client Form will then pop up. Fill it out with your client's first and last name and click Add.


4. Additionally, if you already have your client's email address and you want to invite him/her to GymCloud, you can enter his/her email address and click Add & Send Email Invite.


Note: Inviting your client to GymCloud will allow him/her to manage his/her workouts and programs and enter workout results.


5. After saving your entry, the client's name will appear on the Clients List page. Additionally, pop-up boxes confirming that your clients have been invited and saved will appear on the page.



Editing Your Client's Profile



1. From your Clients List page, find the name of the client whose profile you want to edit and click it. (In this case, we're editing Julie Smith's profile)


2. You will then be redirected to the Client Overview page. Click Edit Profile on top of the page, next to the "Invite Client" button.


3. Next, you will be redirected to the Client's Profile page. Enter client information and click the Save Profile button in the lower right area of the page.



Creating a Client Group



1. On your Clients List page, you will see the Groups tab on the top-right corner. Click it.


2. Then, click the Add Group button.


3. Next, an Add Group pop-up box will appear. Enter the name of the group that you want to create (In this example, we created "Strength Class"). After entering the name of the new group, you can also add a photo by clicking the Upload Photo button. Lastly, click the Save button in the lower right area of the pop-up box.



Adding Clients to a Group



1. From your Clients List page, you can simply hover your mouse over a client's name and click the Move to Group button.


Or check the boxes next to multiple clients' names and click the Move to Group button.


2. Next, a pop-up box will appear, containing the list of groups that you have created. Check the box beside the group you want to move your client(s) into and click the Move To Group(s) button. (In this case, we're moving the clients to Strength Class)


To confirm that you have successfully added clients to a group, go to the group on the Group Overview page. The name of the added client should appear on the list.



3. You can also add clients through your Client Group Overview page. To go to this page, simply click the Groups tab and find the name of the group in which you want to add clients. (In this case, we're adding clients to the Strength Class)


4. Next, simply click the search bar and it will then give you a list of clients. Find or type the name of the clients that you want to add to this group and click their names. 



Removing Clients from a Group


1. From your Client Group Overview page, check the name of the client(s) that you want to remove from the group and click the red Trash Bin icon on the top-right corner of the page. (In this case, we're removing 3 clients from the Strength Class)

2. Next, a pop-up box will appear, confirming the removal of a client from a group. Click Remove.


Note: Removing clients from groups will NOT delete them from your Clients List.



Deleting Clients



1. From your Clients List page, click the boxes next to the names of the clients you want to be removed from your list, then click the Trash Bin icon on the top part of the page.


2. Next, a pop-up box will appear, confirming the deletion of client(s). Click Delete.



If you wish to learn how to edit the workouts and/or programs assigned to your clients, please refer to this link:

Clients: How To Update/Modify Assigned Program And Workout



Adding Clients on Mobile



1. From your Dashboard page, you will see a Triple Bar icon in the top-left corner. Tap it.


2. A menu will appear. Tap Clients from the menu.


3. You will then be redirected to your Clients' list page. Tap the Add Client icon in the top-right corner.


4. Next, fill out the New Client screen with your client's first and last name.


5. If you have your client's email address, you can now invite him/her to open a GymCloud account, allowing him/her to view and schedule workouts and enter results. To send an invitation, simply tap Add an email invitation.


6. A new box will then appear, allowing you to enter your client's email address. Enter the email address, then tap Save.


7. You will be directed back to your Clients' list page. The new client's name will appear on the list, and they will receive an email invitation if you have chosen to send one.



Creating a Client Group on Mobile



1. From your Dashboard page, you will see a Triple Bar icon in the top-left corner. Tap it.


2. A menu will appear. Tap Clients from the menu. 


3. You will then be redirected to your Clients' list page. Tap the Groups icon in the lower-right corner. 


4. You will then be shown a list of your current groups. Tap the + icon in the upper right corner to create a new group. 


5. Enter a name for your new group in the New Group popup. Tap Save to create the group or Cancel to cancel. 


6. If you chose to Save, your new group will appear in your groups list. 




Adding Clients to a Group on Mobile



1. From your Groups List screen, select the group you wish to add members to.


2. A list of your clients will appear. Tap a client to add them to the group. A check mark will appear to the right of their name, confirming that they have been added to the group.


3. Tap a current group member to remove them from the group. The check mark will disappear, confirming that they have been removed from the group.