Add a client and invite them to the app

Adding a client does two separate things, and it is easy to miss the second. The Add client form creates their record and, if you want, their billing plan. The app invite is a separate button on their profile. Until you send it, they have no way into the client app.

Add the client

1. Open My Clients and click + Add Client.
2. Fill in First name, Last name and Email. Phone, date of birth and notes are optional. Start date defaults to today.
3. Under How will you coach them? choose In person or Online.
4. Under How will you bill them? choose No plan to set billing up later, or Subscription, Pack or Program. For a plan, pick Payment collection: Stripe sends them a checkout link, Manual / off-platform means you record cash or transfers yourself.
5. Enter the session length, price and the plan details, then click Add client (or Add & send payment link for a Stripe plan).
6. For a Stripe plan, a panel titled Client added — send payment link appears. Click Email to send it, or Copy. Then click Done.

Invite them to the app

1. Click the row to expand it, then the Open full profile icon. You are on the client's Profile tab.
2. In the App access card, click Send invite.
3. The card changes to Invite pending with an 8-digit code, Copy code and Copy link. The invite lasts 14 days and works once.

What the client does

1. They receive an email titled "{your name} invited you to TrainerStack" with an Accept invitation button and the code.
2. They install TrainerStack from the App Store, tap Have an invite from your trainer?, and enter the code. Opening the link on their phone fills the code in for them.
3. They choose a password and tap Create account. They are signed in straight away.

What you should see

• The App access card turns to App account active.
• Chat with them becomes available from the bubble in the bottom corner. Their programs, meal plans, check-ins and Vault folders appear in their app as you publish them.

If it is not working

• "A client with this email already exists." Search My Clients for them. If they were cancelled, click the Cancelled chip, find them, and use Reactivate Client.
• "Connect your Stripe account in Settings before using automated billing, or choose Manual collection." Either connect Stripe or switch Payment collection to Manual. See Connect Stripe.
• The Send invite button is disabled. The client has no email. Click Edit client, add it, then come back.
• "Subscription required for this action." Your own TrainerStack subscription has lapsed. Fix it under Settings → Billing.
• They never got the email, or cannot get in. See When a client cannot sign in.
• Phone is required on Edit client but it was optional on Add. Enter one before saving edits.
• They are on Android. There is no Android listing yet, so the invite email only links to the iPhone app.