Why Proper Client Management Matters
As your business grows, keeping track of client details manually becomes impossible. NexusGyms gives you one clean hub to manage everything: sessions, payments, messages, and notes.
Key Features in the Clients Tab
Profile Overview — Name, contact info, and status
- Session History — Past + upcoming sessions
- Payment Log — Paid, pending, and overdue
- Notes Section — Track injuries, preferences, progress
- Automation Status — View which workflows are active
How to Add or Edit Clients
- Go to Clients
- Click Add Client or select one to edit
- Update name, email, and custom tags
- Assign onboarding workflows if needed
Viewing and Updating Client Info
Click into any client profile to:
- See all messages sent and received
- Check payment or session status
- Add notes or goal progress
- Manually trigger a workflow if needed
Using Tags for Quick Filtering
Use tags like “injury”, “online-only”, or “high-priority” to filter and organize your client list fast.
Best Practices
- Add a note after every session
- Tag inactive clients and set a win-back workflow
- Review client status weekly using filters