How to manage your client roster

Updated July 19, 2026

The Clients tab is your roster: every client, their current program and nutrition plan, and when they were last active.

1. See everyone at a glance

In the sidebar, click Clients, then All Clients. The stat cards at the top count Total Clients, With Programs, Inactive 7+ Days, and Active Today. Each row in Client Overview shows the client's status, program week, nutrition plan, and last-seen time — click a client to open their profile.

The client management page with roster stats and the client list

2. Track pending invites

Click Pending to see invited clients who haven't created their account yet — they show an Awaiting Signup badge. Former clients live under Archived; use the menu on a client row to archive them.

The pending list with an invited client awaiting signup

3. Find a client fast

Type in Search clients... to filter the roster by name, or use Filter for status-based views.

The roster filtered by a search for one client

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