Onboarding a client

A client’s fitness, health, nutrition and behavioural profiles are what every plan you write is grounded in. Onboarding is how those profiles get filled, and you have four ways to start it. They all end in the same place: the AI reads whatever it was given and writes the profiles for you.

You will find them on the client detail page, under Client info › Actions › Re-onboarding.

Ask the client: Form Onboarding

Sends your onboarding form to the client, optionally together with the app download link and a login code. When they submit it, their answers fill the profiles automatically and any measurements they gave you (weight, body fat, and the rest) land in Tracking as their first progress entry.

Copy Link does the same thing without the email: you pick the form, copy its link, and send it however you already talk to that client.

Bring your own text: Transcript and Custom Instructions

Not every client fills in a form, and plenty of them told you everything already, on a call or in a chat. These two take that text instead.

• Transcript Onboarding is for a recorded call or meeting.
• Custom Instructions is for anything else: your own notes, a message thread you pasted, a questionnaire they filled somewhere else.

Both read the text and fill in the same four profiles, plus contact details when they are in there. Units are converted for you, so pounds and feet come out as kilograms and centimetres.

While it is working, the client page shows an Automatic Onboarding In Progress notice. It usually takes under a minute. You can leave the page and come back; the profiles refresh on their own when it finishes.

Build a client from a form submission

Submissions that arrive from a public or external form (a consultation request on your site, a lead magnet, a questionnaire you shared as a link) have nobody attached to them yet. You do not have to retype them.

Open the submission, then use Onboard a client:

• Create a new client builds the client from the submission and links them to you, exactly like adding them by hand. Emailing them the app download link and a login code is optional, so nothing goes out unless you ask for it.
• Use an existing client attaches the submission to someone already on your roster.

Either way the answers are then treated as that client’s initial questionnaire: measurements go to Tracking, the profiles get filled, and the submission shows up in their history where you can draft an AI report on it.

Good to know

• It only writes what it actually found. A field the text says nothing about is left as it was, so onboarding a half-finished client later fills the gaps rather than clearing them. Anything it does find, it will overwrite, so a second run replaces what the first one wrote.
• Everything it writes is editable. Read it before your first session and correct anything that reads wrong; it is a first draft of a client, not a verdict.
• The AI work counts toward your monthly AI usage, like progress reports and program building do.
• Sending an onboarding form needs the client to have an email on file.

Related: Client profiles for what each tab holds, and Building forms for setting up the onboarding form itself.