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	<title>add clients &#8211; ClassFit</title>
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	<description>Simple and Affordable Class Scheduling Software</description>
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	<title>add clients &#8211; ClassFit</title>
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		<title>Adding clients to classes</title>
		<link>https://classfit.com/knowledge-base/adding-clients-to-classes/</link>
		
		<dc:creator><![CDATA[Dan]]></dc:creator>
		<pubDate>Mon, 15 Apr 2024 11:13:57 +0000</pubDate>
				<guid isPermaLink="false">https://classfit.com/?post_type=epkb_post_type_1&#038;p=24232</guid>

					<description><![CDATA[To add clients to a class, please follow the steps below: Step 1: Access the Class Details Page Navigate to the class details page and click the three...]]></description>
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<p class="wp-block-paragraph">To add clients to a class, please follow the steps below:</p>



<p class="wp-block-paragraph">Step 1: Access the Class Details Page</p>



<p class="wp-block-paragraph">Navigate to the class details page and click the three dots next to the check-in button. From the dropdown menu, select <strong>Add Client</strong>.</p>



<figure class="wp-block-image size-large is-resized"><img alt="ClassFit class row action menu with the Add client option highlighted in red" fetchpriority="high" decoding="async" width="1024" height="380" src="https://classfit.com/wp-content/uploads/2024/04/Add-client-1024x380.png" alt="" class="wp-image-53866" style="aspect-ratio:2.697576396206533;width:804px;height:auto" srcset="https://classfit.com/wp-content/uploads/2024/04/Add-client-1024x380.png 1024w, https://classfit.com/wp-content/uploads/2024/04/Add-client-300x111.png 300w, https://classfit.com/wp-content/uploads/2024/04/Add-client-768x285.png 768w, https://classfit.com/wp-content/uploads/2024/04/Add-client-1536x569.png 1536w, https://classfit.com/wp-content/uploads/2024/04/Add-client-710x263.png 710w, https://classfit.com/wp-content/uploads/2024/04/Add-client.png 1980w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p class="wp-block-paragraph">Step 2: Enter Client Information</p>



<p class="wp-block-paragraph">A form will appear where you can input the client’s first name, last name, and email address. After entering the details, click <strong>Add</strong> <strong>client</strong>.</p>



<figure class="wp-block-image size-large is-resized"><img alt="ClassFit add client to class modal with client search and name fields" decoding="async" width="1024" height="1009" src="https://classfit.com/wp-content/uploads/2024/04/Add-client-2-1024x1009.png" alt="" class="wp-image-53868" style="aspect-ratio:1.0144544665433823;width:804px;height:auto" srcset="https://classfit.com/wp-content/uploads/2024/04/Add-client-2-1024x1009.png 1024w, https://classfit.com/wp-content/uploads/2024/04/Add-client-2-300x296.png 300w, https://classfit.com/wp-content/uploads/2024/04/Add-client-2-768x757.png 768w, https://classfit.com/wp-content/uploads/2024/04/Add-client-2-710x700.png 710w, https://classfit.com/wp-content/uploads/2024/04/Add-client-2.png 1264w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p class="wp-block-paragraph">Step 3: Confirm Client Addition</p>



<p class="wp-block-paragraph">Once added, the client will appear in your participant list on the right-hand side of the class page.</p>



<p class="wp-block-paragraph">Important Notes:</p>



<p class="wp-block-paragraph"><strong>Payment and Credits</strong>: If the client has a class pack or membership with you, one credit will automatically be deducted. If not, you will need to arrange payment with the client separately.</p>



<p class="wp-block-paragraph">If you need any further help with this, please email us at <a>hello@classfit.com</a>.</p>
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		<title>Adding clients to your database</title>
		<link>https://classfit.com/knowledge-base/adding-clients-to-your-database/</link>
		
		<dc:creator><![CDATA[Dan]]></dc:creator>
		<pubDate>Mon, 15 Apr 2024 11:12:49 +0000</pubDate>
				<guid isPermaLink="false">https://classfit.com/?post_type=epkb_post_type_1&#038;p=24623</guid>

					<description><![CDATA[We know that your clients are important to you, and that you need their information at your fingertips.]]></description>
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<p class="wp-block-paragraph">We know that your clients are important to you, and that you need their information at your fingertips. To help you with this, we have created a contact database.</p>



<p class="wp-block-paragraph"><strong>Adding contacts</strong></p>



<p class="wp-block-paragraph">Once you’re logged in to our website, click Clients on the left side menu. This will take you to your contact database. Whenever a client joins one of your classes, we will automatically add them to your contact database. If you are joining ClassFit, you may also wish to add a pre-existing client list. You can do this one at a time, or upload an entire list at once.</p>



<p class="wp-block-paragraph">To upload a single contact, click on Add Client. Choose Add Single Client. Then insert your client’s first name, last name and email address in the popup. Then, if this information is all correct, click “Add”.</p>



<figure class="wp-block-image size-large is-resized"><img alt="ClassFit add client to database modal with first name, last name, and email fields" decoding="async" width="1024" height="720" src="https://classfit.com/wp-content/uploads/2024/04/Add-single-client-1024x720.png" alt="" class="wp-image-53874" style="aspect-ratio:1.42308812240252;width:732px;height:auto" srcset="https://classfit.com/wp-content/uploads/2024/04/Add-single-client-1024x720.png 1024w, https://classfit.com/wp-content/uploads/2024/04/Add-single-client-300x211.png 300w, https://classfit.com/wp-content/uploads/2024/04/Add-single-client-768x540.png 768w, https://classfit.com/wp-content/uploads/2024/04/Add-single-client-710x499.png 710w, https://classfit.com/wp-content/uploads/2024/04/Add-single-client.png 1332w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p class="wp-block-paragraph">If you have a large number of clients to add to your contact database, you may prefer the bulk upload function. Click on Add Client, then choose Add Multiple Clients. Then click the “Browse” button to find your client database on your computer. To work properly your client database should be a .CSV file and have each client’s email address, first name, and last name in columns A, B and C respectively.</p>



<figure class="wp-block-image size-large is-resized"><img alt="ClassFit upload multiple clients modal showing required CSV format and file upload field" loading="lazy" decoding="async" width="1024" height="751" src="https://classfit.com/wp-content/uploads/2024/04/Add-multiple-clients-1024x751.png" alt="" class="wp-image-53875" style="aspect-ratio:1.364224630141853;width:742px;height:auto" srcset="https://classfit.com/wp-content/uploads/2024/04/Add-multiple-clients-1024x751.png 1024w, https://classfit.com/wp-content/uploads/2024/04/Add-multiple-clients-300x220.png 300w, https://classfit.com/wp-content/uploads/2024/04/Add-multiple-clients-768x563.png 768w, https://classfit.com/wp-content/uploads/2024/04/Add-multiple-clients-710x520.png 710w, https://classfit.com/wp-content/uploads/2024/04/Add-multiple-clients.png 1326w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<p class="wp-block-paragraph">Whether you add your clients to the contact database one at a time or in bulk, we will send each of them an email, letting them know that you are now taking bookings via ClassFit.</p>



<p class="wp-block-paragraph">If you need any further help with this, please email <a href="mailto:hello@classfit.com">hello@classfit.com</a>.</p>
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