Add Clients from Class Page

1. Go to the Class Page
    From the Home page, under Quick Actions, click on Classes.
2. Select the Desired Class
    Hover over the class you want to enroll the client in.
3. 👤➕ Click the Add Client Icon
    Click on the icon that appears when you hover over the class.
    👉 Alternatively, click on the class to open its detail view and use the Add Client icon at the top right.

4. Client Enrollment Form

• The Add Client form will open with the Class already selected.
• You may select the desired plan from the list of plans assigned to that class.
• Click here for more details.

What Happens after you add a client?

• A confirmation email with a Connect Code is automatically sent to the client, if enabled in Settings. Details here.
• Clients can log in via mobile app or desktop to access their subscription and other details.

💡 Pro Tips

• Bulk Client Addition
   Onboard multiple clients via Clients > Add Multiple Clients (top right corner). Details here
• Tax Setup
   Ensure tax settings are properly configured under Settings > Tax Settings to prevent plan errors.
• Add from Plan Page
   You can also enroll clients directly from the Plan page using the Add Client icon. Details here