How to Invite Clients & Assign a Program in FitEase

This guide shows you how to invite a client to FitEase and assign a program to them, also check the status of completion and other features.

1) Add a Client

Fill out the form and click Add Client.

Name — required
Phone — optional (useful for reminders)
Email — required and must be unique (this becomes the client’s login)
Goal — optional context for programming
Type — select the client type
Notes — private coach notes (optional)

Testing as a client? Use a different email address than the one you used to create your coach account. For security, the same email can’t be both a coach and a client. ✅

After you click Add Client, we’ll create the profile and send an invite email.

The client will show as Invited until they complete signup.

The email includes a link to download the mobile app and set their password. Once they log in, their status becomes Active.

You’ll also receive an email notification when they finish signing up.

2) Assign a Program

Client Details with Assign Program button

Go to Clients → [Client Name] and click Assign Program. You can assign any existing program to this client.

Templates 101: choosing a Template Program assigns a copy of that program to the client. Your original template remains unchanged.

Pick the Program you want the client to follow (template or custom).
Click Assign. The client now sees their assigned program in the app.

To Create a new template program , we create it from the Programs page. We’ll cover building and editing programs next.

Tip: after assignment you can still tweak exercises or notes just for this client — the template stays clean.

Next up: How to Create & Edit Programs →

4) Track Progress

FitEase automatically summarizes your client’s training:

Workout Trends — daily / weekly completion over time with an average trend line, so you can spot consistency and momentum at a glance.
Personal Records (PRs) — bests for tracked exercises (e.g., 1RM / top set / heaviest / most reps), updated as clients log workouts. Supported for Standard Programs.

5) Review Completed Workouts

Open a completed workout from the client’s timeline to see exactly what happened set-by-set.

How to read the table:

Gray values — completed exactly as assigned (no changes made by the client). ✅
Green value with an~~original value struck out~~ — the client changed that field in the app (e.g., they actually did 6 reps instead of 5). The green number is what they performed. ✍️
Red values — not marked complete (skipped or left unfinished). ⛔
Client Feedback (green box at the bottom) — their quick summary of how the session felt, pain flags, or other notes. 💬

Add context with Exercise Notes and, if needed, Export PDF for sharing or record-keeping.

Next: How to Program Workouts on Sheets →