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Client Onboarding & Management

Register new athletes, sign up new members, conduct initial consultations.

Understanding the enquiry process
Client Won
1. New enquiry submitted
2. New enquiry added to 'Open Leads' and sent a welcome email requesting further information
3. New enquiry will…
How to send off a Welcome Guide to a first-time client

1. Login to the Coaching Hub

2. Click "Head Coach Portal"

3. Click "Clients"

4. Select "Client Communications" and…
How to add a client and set up appointments

1. Click calendar.

2. Click "Add"

3. Select a time to book.

4. Select service.

5.…
How to cancel an appointment

1. Click calendar.

2. Locate the booking and click into it.

3. Click this icon and select 'Cancel'.

…
How to set up a new member

1. Navigate to Fresha

2. Click "Calendar"

3. Click "Add" and select "Sale"

4. Click "Add client" and select the relevant…
How to pause/cancel a membership

1. Navigate to Fresha

2. Click "Sales"

3. Click "Memberships sold"

4. Click the "Search" field and search for the…