Managing your Client List

Your Coach Edition Account client list is found under the "People" icon, located on the left side once you are logged into your account.

SEARCH: You can quickly find a client in your list by typing a name in the search box.

FILTER: You can filter your client list by different settings such as Client Group, Category, and Athlete Type under the Options button, then select View filter options.

CATEGORIES: You can organize your clients by category.  To create a new category, click on the Options button and then the Manage Categories tab.  When you are using this feature, you can then filter your list by a specific category as described above.

SHARED ATHLETES: If you only want to look at your shared athletes, click on Options and then have every client group turned off except Shared Clients.

ASSISTANT CLIENTS: If you want to only look at the clients that belong to your assistants, apply the Client Groups filter to only show Assistant Clients.

COLOR LIST: You can view your client list according to which client is your client, your assistant's client, or a shared client.  You can turn on or off the Color List under Options.

SHARE: You can Share clients by clicking on the Options button the click Share People.

CLIENT ACCOUNT TYPE: You can view the client's type by clicking on the client to pull up a small box containing information regarding the client.

EXPORT TO A SPREADSHEET: You can download your client list by clicking Options then choose Export(.csv)  This will download a .csv file that can be opened in a spreadsheet.

For specific information on managing your client information, including how to change the client account type, please see Managing Your Clients