Clients

The Clients section is your roster — every active client, every outstanding invitation, and the per-client workspace where you adjust their plan and review progress.

The roster

Coach → Clients opens the roster with two tabs:

• Clients — accepted clients
• Invitations — invites you’ve sent that haven’t been accepted yet

Above the tabs, you’ll see roster stats: total active clients, how many need attention, how many are on track, deactivated count, pending invitations, and your client limit. The limit comes from your plan tier (free starts at 5, paid tiers go up).

Client status buckets

Each client falls into one of three buckets, derived from their account status and recent compliance:

• Attention — client is missing logs, has fallen behind on macros, or is otherwise off-track. These show up first.
• On track — client is logging consistently and hitting their plan.
• Deactivated — account is disabled (you can deactivate without deleting).

The roster has a status filter you can use to focus on one bucket at a time. Combined with the search box, you can quickly find “all clients needing attention named Sarah.”

Inviting clients

Two ways:

• Invite (single) — opens a one-off invite form. You enter the client’s email, they get a magic link to sign up.
• Bulk invite — paste or upload multiple emails at once. After it succeeds, the roster automatically switches to the Invitations tab so you can confirm they all sent.

Pending invitations stay in the Invitations tab until the client accepts or you delete the invite. Stale invites can be removed from the row’s action menu.

Opening a client

Click any row in the Clients tab to open that client’s workspace. The detail view has five tabs:

Compliance

The compliance number on the Overview tab is calculated from the client’s recent logs measured against their assigned macros, over a rolling 30-day window.

For new clients, the window shrinks automatically — a client who joined three days ago is scored over those three days, not penalized as if they missed 27. The system uses the longer of “days since joining” or the full 30 once they’re past the first month.

Compliance is overall — it factors in macro logging consistency. If a client has no recent logs at all, their compliance reads 0% and they bucket as “needs attention.”

Adjustments

The Overview tab has three adjustment buttons that open small modals:

• Adjust macros — change the client’s daily macro assignments (separate from their meal plan; this is the active target the dashboard scores compliance against)
• Adjust cardio — change cardio assignments
• Adjust steps — change daily step target

These adjustments are per-client and don’t touch the meal plan template. If you want to overhaul the plan itself, edit it from Meal Plans instead.

Weight progress

Weight progress on the Overview is computed from three values on the client’s profile:

• Starting weight — what they were when they joined
• Current weight — most recent weigh-in
• Target weight — their goal

The system computes progress percentage based on the goal direction (loss vs. gain) — moving toward target counts as positive progress regardless of which direction “up” is.

Per-client settings

The Settings tab on a client has switches for what the client sees and how their tracking behaves:

• Nutrition type — how their nutrition is tracked (full macros, calories only, etc.)
• Check-in day — which day of the week their weekly check-in is due
• Exercises module — whether exercise programs are visible to this client
• Running module — whether running programs are visible to this client

Toggling a module off hides it from that client’s portal — useful if you don’t program for that area for them.

Deleting vs. deactivating

The roster lets you delete a client, but the confirmation dialog makes the trade-off explicit:

Deleting permanently removes all of their data, including check-ins, meal logs, and progress history. If you would like to retain their data but disallow access, consider deactivating their account instead.

Deactivation revokes access while preserving the data — they reappear in the Deactivated bucket and can be reactivated later. Use delete only when you’re sure; there’s no undo.