Coaches

Manage your clients

This guide describes client management from the WordPress admin (main workspace). The "My clients" front remains a field complement.

Start here

Recommended — WordPress admin:

In the field (front):

My clients page or coach home: Add client button (if your permissions allow)

You must be logged in as a coach or administrator with the create_clients capability.

On save, you can:

Add — creates the account without email
Add and send login details — sends a welcome email with login link (password is never displayed in the interface)

From the client profile, you can resend login details or trigger a reset. See Client profile (admin) and Emails and notifications.

Location	Content
Admin → Customers	Full list, search, sort, profile access
Front → My clients	Field list with pagination
Coach home	Recent clients overview

Coaches only see their clients (assignment or existing session). The WordPress administrator sees everything.

Cliquez sur l’image pour l’agrandir

Clicking a client in Customers opens the admin profile (Add Customer page in edit mode).

Tabs:

Tab	Content
Overview	KPIs, coach notes, upcoming / past sessions in cards
Programs	Active or completed bundles, New bundle button
Finances	KPIs, chart, payment list per session
Contact	Contact details and edit form

Detail: Client profile (admin).

Front profile (field): URL /customer/{id}/ — Summary, Sessions, Finance, Physical tabs (if enabled). See Coach field area.

Edit: client profile → Contact tab, or Edit link from the list
Delete: action from the admin list (reserved for authorized users; irreversible)

The client can edit their own profile from the client area.

The WordPress.org version does not limit the number of clients. You can manage your entire client base on Free.

With the Premium add-on and an active license:

See Premium and license.