Welcome to Trainrr! Setting up your first client is an exciting milestone in your coaching journey. This comprehensive guide will walk you through every step of the process, from creating a client profile to getting them active in the app. By the end, you'll have the confidence to onboard clients smoothly and professionally.

Step 1: Creating a Client Profile

The first step in working with a new client is creating their profile in Trainrr. This centralizes all their information and makes it easy to manage their coaching experience.

How to Create a Client Profile

Navigate to the Clients tab in Trainrr
Click the "Add New Client" button
Enter their basic information: name and email address
Select whether to send a welcome email with details on how to download the app
Click "Add" to create the profile

Step 2: Setting Up Their First Training Program

Once your client's profile is created, it's time to build their training program. Trainrr makes it easy to create customized workouts that align with your client's goals and fitness level.

Creating a Training Program

Open your client's profile and navigate to the "Training" tab
Click "Create Training plan"
Name the program (e.g., "4-Week Strength Foundation" or "Beginner Full Body")
Add as many workouts as you would like
For each workout, add exercises from the exercise library or create custom exercises
Specify sets, reps, rest periods, and any coaching notes for each exercise
You can also schedule workouts to specific days over a rolling 7 or 14 day period.
Review the complete program and click "Save"

Best Practices for Program Design

When creating your client's first program, keep these tips in mind:

Start conservative with volume and intensity, especially for new clients
Include clear coaching cues and video demonstrations for proper form
Build in progression strategies so you can adjust as they improve
Consider their schedule and equipment availability

Step 3: Configuring Check-Ins

Regular check-ins are essential for monitoring progress and maintaining accountability. Trainrr's check-in system helps you stay connected with your clients and make data-driven coaching decisions.

Setting Up Check-Ins

Go to your client's profile and select the "Check-Ins" tab
Click "Assign Check-In Form"
Choose their weekly check-in day
And select what form to use, we provide a default weekly check-in form you can use.
This form can be customised by selecting which metrics to track (weight, body measurements, progress photos, energy levels, etc.)
Add custom questions specific to your client's goals
Clients will receive a reminder to complete the form on the day of their check-in

Weekly check-ins are recommended for most clients as they provide consistent data without being overwhelming.

Step 4: Setting Up Nutrition Tracking

Nutrition is a critical component of any fitness journey. Trainrr's nutrition tracking features allow you to provide guidance and monitor your client's dietary habits effectively.

Configuring Nutrition Tracking

Navigate to the "Nutrition" section in your client's profile
Click "Create Meal Plan”
Use the meal builder to create daily meal templates
Use our food database to access over 1 million verified food items
Enable food logging so clients can track their daily intake and use barcode scanning
Add any dietary restrictions or preferences to their profile in their notes

Nutrition Tracking Tips

For clients new to nutrition tracking, start simple. Focus on protein targets first, then gradually introduce more detailed tracking as they become comfortable with the process. This prevents overwhelm and increases long-term adherence.

Step 5: Inviting the Client to the App

With everything set up, it's time to invite your client to access their personalized coaching experience through the Trainrr app.

Sending the Client Invitation

From your client's profile, click the "Send Invite" button and confirm.
Your client will receive an email with instructions to download the Trainrr app and login with their email
Once they accept the invitation, they'll have immediate access to their training program, nutrition plan, and check-in schedule

What Happens Next

After your client accepts the invitation and logs into the app, they'll see their personalized dashboard with all the information you've set up. They can view their workouts, log their training sessions, complete check-ins, track nutrition, and message you directly through the app.

Following Up with Your New Client

Setting up the technical aspects is just the beginning. Here are some best practices for ensuring a smooth onboarding experience:

Send a personal welcome message through the app's messaging feature
Schedule a brief onboarding call to walk them through the app features
Provide clear instructions on how to log workouts and complete check-ins
Set expectations for communication frequency and response times
Check in after their first workout to see how it went and address any questions

Common Questions from New Coaches

Can I edit the program after assigning it?

Absolutely! You can make adjustments to your client's program at any time. Changes sync automatically to their app, so they will always have the most up to date version.

What if my client doesn't receive the invitation email?

First, ask them to check their spam folder. If they still can't find it, you can resend the invitation from their profile page. You can also manually share appropriate app store link through text message or another communication method.

How many clients can I set up?

The number of clients you can manage depends on your Trainrr subscription plan. Check your account settings to see your current limit and upgrade options if needed.

Ready to Grow Your Coaching Business

Congratulations! You've successfully set up your first client in Trainrr. This process becomes faster and more intuitive with each new client you onboard. As you grow more comfortable with the platform, you'll discover additional features and workflows that can enhance your coaching efficiency.

Remember, the key to successful online coaching is consistent communication, thoughtful programming, and regular progress monitoring. Trainrr provides the tools to make all of this seamless, allowing you to focus on what you do best: coaching your clients to achieve their goals.

Now that you've mastered client setup, you're ready to scale your coaching business with confidence. Welcome to the Trainrr community!

How to Set Up Your First Client in Trainrr