Adding clients
How to add a new client, what's in the onboarding email, and the rules around active programs and adherence tracking.
The walkthrough
Step by step
- From any page, click + Add Client in the top right (it's also pinned to the Dashboard).
- Fill in the basics: name, email, date of birth, gender. Email is the only one strictly required.
- Add training context: height, starting weight, fitness level, goals (multi-select), equipment access, and any injury notes.
- Hit Create client. Stackd generates a temporary password and queues the onboarding email.
- The client receives a branded email with their login link and temp password. They reset on first sign-in.
- You're returned to the client's profile page — ready to assign their first program.
What the onboarding email looks like
Branded with your business name and color (Business tier) or the default Stackd brand. Contains the client's login URL, temp password, and a single CTA to install the client PWA. Sent via Resend.
Single active program rule
Each client can only have one active program at a time. This is enforced at the database level — assigning a new one pauses the previous. Past programs stay in history with their stats intact.
Editing a client later
Open the client's profile and click Edit. Any field is editable. Updates to height, weight, and goals show up in their PWA and in future reports.
Common gotchas
- If the email doesn't arrive within ~2 minutes, check the address for typos and ask the client to look in spam. You can re-send from the client's profile.
- Adherence calculations only count scheduled workouts — until you assign a program, the percentage will say
—. - If a client signs up themselves (gym-account flow), they appear in your roster automatically. You'll see them flagged as "Needs program."