Start by creating a client

Theory

When beginning to use Hexfit, the first step is to create a client. We often suggest you create yourself as a client to fully understand both the professional and client experience on our software. Make your way to the "Clients" tab and fill out the required information to create your client’s profile. If you are creating yourself as a client, make sure to use a different email address than you have already used for your professional account.

Once you have created your client, they will appear in your client list, meaning you have officially created an account for them. From the client’s side, when they connect to their account, they will only have access to see the information you wish to share with them. They will also be able to use Hexfit’s free mobile app, which is designed specifically for your clients needs. If your client does not have an email address, you can follow the option to create their account without an email. It will always be possible to add an email to their account after creation.

The goal of creating your clients in Hexfit is to allow you to completely centralize your files, and organize everything you do with them in one area. This makes it easy for you to record and track their information and data. The difference between a paper file and a virtual file on Hexfit is that your client’s information will never be lost or misplaced, and it is a record that will constantly follow your client throughout their life. This means if they move to a new city, if you are collaborating with another professional, if you refer them to a professional, etc., any new professionals will be able to join your clients file and view the information you choose to share with them. This allows you to give a continuity of follow-ups to your clients that was not possible before.  

On top of this, it is always in your control who will have access to the information you add into your clients files. Hexfit’s visibility settings allow you to control whether the information will be shared with your client, any professionals working with your client, or remain private for yourself.

Once your client has been created, you can complete their information and profile. All that’s left after that is to create their programs and track their information which will be your next courses!

Practice

Make your way to the “Clients” tab.

  1. Click on the “+create” button in the top right corner
  2. Enter your client’s email (or your secondary email to create yourself) and click “Next”
  3. Enter your client’s:
    1. First name
    2. Last name
    3. Gendre
  4. Click create. Your client will now appear in your client list in the “Clients” tab
  5. Click on the client's name to open their file.

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