[{"data":1,"prerenderedAt":699},["ShallowReactive",2],{"navigation_docs_en":3,"-en-getting-started-adding-a-client":137,"-en-getting-started-adding-a-client-surround":696},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Understanding your dashboard","\u002Fen\u002Fgetting-started\u002Funderstanding-your-dashboard","en\u002F1.getting-started\u002F3.understanding-your-dashboard",false,{"title":23,"path":24,"stem":25,"children":26,"page":21},"Clients and onboarding","\u002Fen\u002Fclients-and-onboarding","en\u002F2.clients-and-onboarding",[27,31,35],{"title":28,"path":29,"stem":30},"Create a coaching package","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-a-coaching-package","en\u002F2.clients-and-onboarding\u002F1.creating-a-coaching-package",{"title":32,"path":33,"stem":34},"Creating an initial questionnaire","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-an-initial-questionnaire","en\u002F2.clients-and-onboarding\u002F2.creating-an-initial-questionnaire",{"title":36,"path":37,"stem":38},"Managing documents and signatures","\u002Fen\u002Fclients-and-onboarding\u002Fmanaging-documents-and-signatures","en\u002F2.clients-and-onboarding\u002F3.managing-documents-and-signatures",{"title":40,"path":41,"stem":42,"children":43,"page":21},"Workouts and nutrition","\u002Fen\u002Fworkouts-and-nutrition","en\u002F3.workouts-and-nutrition",[44,48,52],{"title":45,"path":46,"stem":47},"Nutrition 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form","\u002Fen\u002Fcheck-ins-and-progress\u002Fcreating-a-check-in-form","en\u002F4.check-ins-and-progress\u002F2.creating-a-check-in-form",{"title":70,"path":71,"stem":72},"Exercise Analysis: Form check","\u002Fen\u002Fcheck-ins-and-progress\u002Fexercise-analysis-form-check","en\u002F4.check-ins-and-progress\u002F2.exercise-analysis-form-check",{"title":74,"path":75,"stem":76},"Lab Results","\u002Fen\u002Fcheck-ins-and-progress\u002Fusing-labs","en\u002F4.check-ins-and-progress\u002F3.using-labs",{"title":78,"path":79,"stem":80},"Reviewing Check-ins","\u002Fen\u002Fcheck-ins-and-progress\u002Freviewing-check-ins","en\u002F4.check-ins-and-progress\u002F4.reviewing-check-ins",{"title":82,"path":83,"stem":84},"Setting up daily habits","\u002Fen\u002Fcheck-ins-and-progress\u002Fsetting-up-daily-habits","en\u002F4.check-ins-and-progress\u002F5.setting-up-daily-habits",{"title":86,"path":87,"stem":88,"children":89,"page":21},"Communication and scheduling","\u002Fen\u002Fcommunication-and-scheduling","en\u002F5.communication-and-scheduling",[90,94],{"title":91,"path":92,"stem":93},"Managing your schedule","\u002Fen\u002Fcommunication-and-scheduling\u002Fmanaging-your-schedule","en\u002F5.communication-and-scheduling\u002F1.managing-your-schedule",{"title":95,"path":96,"stem":97},"Messaging your clients","\u002Fen\u002Fcommunication-and-scheduling\u002Fmessaging-your-clients","en\u002F5.communication-and-scheduling\u002F2.messaging-your-clients",{"title":99,"path":100,"stem":101,"children":102,"page":21},"Content and community","\u002Fen\u002Fcontent-and-community","en\u002F6.content-and-community",[103,107,111],{"title":104,"path":105,"stem":106},"Creating an education course","\u002Fen\u002Fcontent-and-community\u002Fcreating-an-education-course","en\u002F6.content-and-community\u002F1.creating-an-education-course",{"title":108,"path":109,"stem":110},"Managing your community","\u002Fen\u002Fcontent-and-community\u002Fmanaging-your-community","en\u002F6.content-and-community\u002F2.managing-your-community",{"title":112,"path":113,"stem":114},"Sharing content with clients","\u002Fen\u002Fcontent-and-community\u002Fsharing-content-with-clients","en\u002F6.content-and-community\u002F3.sharing-content-with-clients",{"title":116,"path":117,"stem":118,"children":119,"page":21},"Automation and AI","\u002Fen\u002Fautomation-and-ai","en\u002F7.automation-and-ai",[120,124],{"title":121,"path":122,"stem":123},"Getting started with Crew","\u002Fen\u002Fautomation-and-ai\u002Fgetting-started-with-crew","en\u002F7.automation-and-ai\u002F1.getting-started-with-crew",{"title":125,"path":126,"stem":127},"Setting up automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":10,"body":139,"description":689,"extension":690,"links":691,"meta":692,"navigation":693,"path":11,"seo":694,"stem":12,"__hash__":695},"docs_en\u002Fen\u002F1.getting-started\u002F1.adding-a-client.md",{"type":140,"value":141,"toc":673},"minimark",[142,146,151,154,166,174,178,192,215,219,238,251,265,271,280,283,287,299,305,327,343,348,355,358,362,384,394,400,407,410,414,420,426,440,444,447,469,477,484,492,497,507,515,520,524,644,648,654,663,666],[143,144,145],"p",{},"Invite a client to Kahunas with the right package, payment arrangement and onboarding forms ready for them.",[147,148,150],"h2",{"id":149},"before-you-start","Before you start",[143,152,153],{},"Have the client's first name, last name, email address and date of birth ready. Clients must be at least 16 years old. Agree their package and plan start date before you send the invitation.",[143,155,156,157,161,162,165],{},"You need a coaching package. If you have not created one, select ",[158,159,160],"strong",{},"Set up a package"," when prompted, or follow ",[163,164,28],"a",{"href":29},".",[143,167,168,169,171,172,165],{},"If you want to assign onboarding forms, prepare them first. See ",[163,170,32],{"href":33}," and ",[163,173,66],{"href":67},[147,175,177],{"id":176},"open-invitation","1. Open the invitation form",[143,179,180,181,184,185,188,189,165],{},"Open ",[158,182,183],{},"People → Clients",". On the ",[158,186,187],{},"Client roster",", select ",[158,190,191],{},"Invite",[143,193,194,195,198,199,202,203,206,207,210,211,214],{},"The invitation has three steps: ",[158,196,197],{},"Who they are",", ",[158,200,201],{},"What they are on",", and ",[158,204,205],{},"How you work together",". Use ",[158,208,209],{},"Next"," to continue and ",[158,212,213],{},"Back"," to review an earlier step.",[147,216,218],{"id":217},"client-details","2. Enter their details",[143,220,221,222,224,225,198,228,198,231,171,234,237],{},"On ",[158,223,197],{},", enter ",[158,226,227],{},"First name",[158,229,230],{},"Last name",[158,232,233],{},"Email",[158,235,236],{},"Birth date",". Use the email address where the client should receive their signup invitation.",[143,239,240,171,243,246,247,250],{},[158,241,242],{},"Phone",[158,244,245],{},"Starting weight"," are optional. Leave ",[158,248,249],{},"No starting weight"," selected if the client will log it themselves.",[143,252,253,254,188,257,260,261,264],{},"Under ",[158,255,256],{},"Access",[158,258,259],{},"Allow exercise library"," if the client should be able to add their own exercises. ",[158,262,263],{},"Competition goal"," is optional. You can enable it without details; if you enter a competition title or date, complete both. The date must be today or later.",[143,266,267,268,270],{},"Select ",[158,269,209],{},". If the form cannot continue, read the messages beneath the fields and in the footer, correct the details, and try again.",[143,272,273],{},[274,275],"img",{"alt":276,"height":277,"src":278,"width":279},"Who they are step filled with fictional client Alex Taylor, an example.com email and the required birth date.",556,"\u002Fguides\u002Fadding-a-client\u002F01-client-details.png",768,[143,281,282],{},"Enter the client's identity and check their email before continuing.",[147,284,286],{"id":285},"package","3. Choose their package and start date",[143,288,221,289,291,292,171,295,298],{},[158,290,201],{},", choose ",[158,293,294],{},"Package",[158,296,297],{},"Plan start date",". Check both even when they are filled in for you.",[143,300,253,301,304],{},[158,302,303],{},"Payment",", choose the arrangement you have agreed:",[306,307,308,315,321],"ul",{},[309,310,311,314],"li",{},[158,312,313],{},"No payment"," when payment is not required.",[309,316,317,320],{},[158,318,319],{},"Offline payment"," when payment is handled outside the online checkout.",[309,322,323,326],{},[158,324,325],{},"Online payment"," when the selected package has an available payment provider.",[143,328,329,330,291,332,335,336,339,340,165],{},"For ",[158,331,325],{},[158,333,334],{},"Provider"," and check when the first charge should happen. Keep ",[158,337,338],{},"First charge on plan start date"," selected, or clear it and enter a ",[158,341,342],{},"First charge date",[143,344,267,345,347],{},[158,346,209],{}," to review onboarding. Changing a package can change its default forms and payment option, so review these again after switching packages.",[143,349,350],{},[274,351],{"alt":352,"height":353,"src":354,"width":279},"What they are on step showing a package, a plan start date and Offline payment.",350,"\u002Fguides\u002Fadding-a-client\u002F02-package.png",[143,356,357],{},"The package and payment arrangement in this example are illustrative; choose the values agreed with your client.",[147,359,361],{"id":360},"onboarding","4. Prepare their onboarding",[143,363,221,364,366,367,198,370,171,373,376,377,380,381,383],{},[158,365,205],{},", review ",[158,368,369],{},"Initial Q&A",[158,371,372],{},"Check-in form",[158,374,375],{},"Habit form",". The package may fill these in for you. Leave ",[158,378,379],{},"None"," selected for optional forms you do not want to assign. If ",[158,382,372],{}," is marked as required, choose a form to continue.",[143,385,386,387,390,391,165],{},"When you select a check-in form, choose ",[158,388,389],{},"Check-in cadence"," and at least one ",[158,392,393],{},"Check-in day",[143,395,267,396,399],{},[158,397,398],{},"Add welcome pack"," to include welcome documents or images. Check your selected files before sending.",[143,401,402],{},[274,403],{"alt":404,"height":405,"src":406,"width":279},"How you work together step with Initial Q&A, Check-in form, Habit form and Add welcome pack controls.",386,"\u002Fguides\u002Fadding-a-client\u002F03-onboarding.png",[143,408,409],{},"Use the final step to review the forms and files that should be ready for this client.",[147,411,413],{"id":412},"review-and-send","5. Review and send",[143,415,416,417,419],{},"Check the email address, package, payment arrangement, start date and onboarding selections. Use ",[158,418,213],{}," if you need to change anything, then return to the final step.",[143,421,267,422,425],{},[158,423,424],{},"Send invite"," once you are ready. This submits the client setup and requests the signup invitation. Read the result before continuing:",[306,427,428,434],{},[309,429,430,433],{},[158,431,432],{},"Client invited"," confirms the invitation request succeeded. It does not establish that the client has read the email or completed signup.",[309,435,436,439],{},[158,437,438],{},"Client created, but invite delivery could not be confirmed."," means the client record exists but delivery needs attention. Look for the client in your roster before attempting another invitation, and contact support if you need help with delivery.",[147,441,443],{"id":442},"client-login","Helping a client log in",[143,445,446],{},"For security, Kahunas never shows, copies or emails your clients' passwords. If a client can't log in, send them a password reset email instead.",[448,449,450,457,464],"ol",{},[309,451,180,452,454,455,165],{},[158,453,183],{}," and find the client in your ",[158,456,187],{},[309,458,459,460,463],{},"Select the ",[158,461,462],{},"three-dot menu"," at the end of their row.",[309,465,267,466,165],{},[158,467,468],{},"Send password reset",[143,470,471],{},[274,472],{"alt":473,"height":474,"src":475,"width":476},"Client roster row with its three-dot menu open, showing View, Edit, Change package, Send password reset, Add to group, Archive and Delete.",354,"\u002Fguides\u002Fadding-a-client\u002F04-row-menu-send-password-reset.png",1215,[143,478,479,480,483],{},"You'll see ",[158,481,482],{},"Password reset email sent to"," followed by the client's email address. Your client gets an email with a link to set a new password. They can then log in to the app or website.",[143,485,486],{},[274,487],{"alt":488,"height":489,"src":490,"width":491},"Confirmation message reading Password reset email sent to, followed by the client's email address.",95,"\u002Fguides\u002Fadding-a-client\u002F05-password-reset-sent.png",375,[493,494,496],"h3",{"id":495},"never-logged-in","If your client has never logged in",[143,498,499,500,503,504,506],{},"If the client has never logged in to the new Kahunas app, their menu shows ",[158,501,502],{},"Resend registration"," instead of ",[158,505,468],{},". Select it to send them a fresh email so they can set up their login.",[143,508,509],{},[274,510],{"alt":511,"height":512,"src":513,"width":514},"Three-dot menu for a client whose Last seen shows Never, with Resend registration in place of Send password reset.",275,"\u002Fguides\u002Fadding-a-client\u002F06-row-menu-resend-registration.png",235,[143,516,517,519],{},[158,518,468],{}," only appears for active clients who have an email address on their profile. Team members with view-only access to clients don't see it.",[147,521,523],{"id":522},"troubleshooting","If you cannot continue",[525,526,527,540],"table",{},[528,529,530],"thead",{},[531,532,533,537],"tr",{},[534,535,536],"th",{},"What you see",[534,538,539],{},"What to do",[541,542,543,554,562,570,578,586,594,602,613,626,636],"tbody",{},[531,544,545,549],{},[546,547,548],"td",{},"No package available",[546,550,267,551,553],{},[158,552,160],{},", save a suitable package, then return to the invitation.",[531,555,556,559],{},[546,557,558],{},"Missing or rejected birth date",[546,560,561],{},"Enter the full date and check that the client is at least 16.",[531,563,564,567],{},[546,565,566],{},"Email check still running",[546,568,569],{},"Wait for the address check to finish before continuing.",[531,571,572,575],{},[546,573,574],{},"Email already in use",[546,576,577],{},"Check the address and find the existing client in your roster.",[531,579,580,583],{},[546,581,582],{},"Previously deleted client message",[546,584,585],{},"Read the restore notice carefully. Inviting with that address restores the existing client's record.",[531,587,588,591],{},[546,589,590],{},"Online payment unavailable",[546,592,593],{},"Check the package and its provider setup, or select the available option that matches your agreement.",[531,595,596,599],{},[546,597,598],{},"Missing check-in schedule",[546,600,601],{},"Select a cadence and at least one day for the assigned check-in form.",[531,603,604,607],{},[546,605,606],{},"Not ready to invite",[546,608,267,609,612],{},[158,610,611],{},"Cancel",". Closing the invitation clears its draft, so you will need to enter the details again.",[531,614,615,620],{},[546,616,617,619],{},[158,618,468],{}," is missing from a client's menu",[546,621,622,623,625],{},"Check that the client is active and has an email address on their profile. If they have never logged in, select ",[158,624,502],{}," instead. If you're a team member with view-only access to clients, ask whoever manages your team for edit access.",[531,627,628,633],{},[546,629,630,631],{},"An error appears instead of ",[158,632,482],{},[546,634,635],{},"Wait a few minutes, then try again. If it keeps happening, contact support.",[531,637,638,641],{},[546,639,640],{},"Your client can't find the reset email",[546,642,643],{},"Ask them to check their spam or junk folder, and check the email address on their profile.",[147,645,647],{"id":646},"next-steps","What happens next",[143,649,650,651,165],{},"Find the client in your roster and review their setup. Follow up with them about signing in and completing the forms you assigned. If they can't log in, see ",[163,652,443],{"href":653},"#client-login",[143,655,656,657,659,660,662],{},"When you are ready to plan their coaching, follow ",[163,658,49],{"href":50}," or ",[163,661,45],{"href":46},". Saving a plan in your library and assigning it to a client are separate actions.",[143,664,665],{},"Screenshots show the English interface with example data. Your package names and available features may differ.",[143,667,668,669,672],{},"If you still need help, use ",[158,670,671],{},"Contact support"," on this help site and describe where you got stuck.",{"title":674,"searchDepth":675,"depth":675,"links":676},"",2,[677,678,679,680,681,682,683,687,688],{"id":149,"depth":675,"text":150},{"id":176,"depth":675,"text":177},{"id":217,"depth":675,"text":218},{"id":285,"depth":675,"text":286},{"id":360,"depth":675,"text":361},{"id":412,"depth":675,"text":413},{"id":442,"depth":675,"text":443,"children":684},[685],{"id":495,"depth":686,"text":496},3,{"id":522,"depth":675,"text":523},{"id":646,"depth":675,"text":647},"Set up a client's account, choose their package, prepare their onboarding in one invitation flow, and help them log in.","md",null,{},true,{"title":10,"description":689},"ufx0wCzo_N5CWeBanOZFJNMQs-hG9R37XhtDb-SZszU",[691,697],{"title":14,"path":15,"stem":16,"description":698,"children":-1},"Help your clients add Kahunas to their phone or computer and use it like an app.",1792652753511]