Team and permissions

Overview

In Team you can invite other professionals to collaborate with you on your clients, useful as you grow and need help with coaching.

Invite a member

1. In Team, use Invite member and choose to send by email or generate a link to share.
2. Select specialties, if applicable, and review the suggested permissions.
3. Under Customize permissions, adjust access by area and action before sending or generating the link.
4. The invite stays Pending until the person accepts.

Permissions and tasks

When customizing, you set what each member can do in each area (Clients, Workouts, Nutrition, Payments, Chat, and others) with actions like view, create, edit, or assign. The team also has a Tasks board (To do, In progress, Done) to organize the work.