For coaches bringing clients onto TechnicallyFit. Add a client by email and TechnicallyFit sends them an invitation for you. When they accept, they land in your roster as your teammate, ready to train, with no setup questions about what kind of account they need.
Add a client and send the invite
From your roster, choose Add a client. Enter their name and email, and add an optional note that goes into the email. Pick Add and invite, and the email goes out from TechnicallyFit with a button to join. If you have set up your business branding, the email carries it. If you also use forms, you can send your intake, screening or waiver in the same email, so one message covers everything.
What your client sees
The link opens a sign-up page that says you invited them to train. They create an account, or sign in if they already have one, and they are connected to you as a teammate straight away. They skip the step that asks new sign-ups whether they are a coach or a teammate, because the invite already answered it.
Keep track of invites
Pending invites stay on the client's record. If an email gets buried, send it again with Resend. If you would rather share the link yourself, by text or in a chat, use Copy invite link. Once they accept, their contact details and training show up on their client page.