2. Clients section overview
The clients section is your operations center. From here you can see all your clients, organize them, search through them, and quickly access their profiles.
What you will see in the list
In the client list you will see:
- Full name of each client
- Contact email
- Status (active or archived)
- Group they belong to
- Quick actions for each client
How to filter your clients
By status
You can view only active clients or only archived clients. Each option shows you how many clients you have in that status.
By group
If you organize your clients into groups, you can filter to see only those in a specific group. Groups are useful for organizing by:
- Type of training
- Location
- Subscription plan
- Any category you need
By name
Type in the search bar and you will see only the clients that match what you type. The search works instantly.
Working with multiple clients at once
You can select multiple clients by checking the boxes and perform group actions:
- Archive several clients at once
- Activate archived clients
- Enable or disable chat for multiple clients
- Assign a training program to multiple clients
To select all clients on the page, check the header checkbox.
Loading more clients
If you have many clients, the list loads automatically as you scroll down. You do not need to click "next page" — just keep scrolling.
Individual actions
Each client has a menu (three dots) where you can:
- View their full profile
- Archive or activate them
- Enable or disable chat
- Assign them to a group
- Delete them (with confirmation)
Adding a new client
The "Add customer" button is always visible. When you click it, a form opens where you only need:
- First name
- Last name
Once created, you will receive an invitation link that you can share with your client.
Additional resources
- How to create clients - Detailed guide for adding new clients
- Client detail sections - Explore all sections available for each client
- Getting started with TrainerStudio - Complete guide to getting started