Rehab Guru provides several methods for adding clients to your account, allowing flexibility in client management. This guide will walk you through four different ways a client can be added.
Prefer to watch? Our client tutorial covers adding a client from the Clients page, the Diary and the Creator, then filling in their details.
Method 1: Adding Clients via the Clients Page
Navigate to the Clients page and click on Add Client.
Adding a client via the Clients page
Enter the client’s name and, if needed, add their email address to enable the sending of content such as exercise programmes and emails. You can also add their Phone number.
Team Permissions shows whether your team members can see the client. View client and Edit client are on by default, as sharing is enabled for team accounts, so your team can view, edit and delete the client.
Client Notifications sets what the client is sent: Email Reminders and WhatsApp Reminders for appointments, and Marketing Emails and WhatsApp Marketing messages for promotional content and offers. All four are ticked by default, so untick any you don’t want this client to receive.
Click Add.
Once the client is added, click View next to their name and select Details from the left-hand menu to fill in any additional information. On a smaller screen, these options show as tabs across the top of the profile instead.
Click Save details when finished.
Adding further client details
Method 2: Adding Clients via the Diary Page
Navigate to the Diary page to book an appointment.
Click a time slot on the calendar to open the New appointment panel.
The Appointment Type is selected for you, so you only need to change it if you want a different type.
If the client is new, click the Plus button beside the Client picker instead of selecting an existing client from the drop-down list.
Adding a new client through the Diary page while booking an appointment
This opens the same Add Client window as Method 1. Enter the client’s name and, if necessary, their email address and phone number to send exercise programmes, appointment confirmations, reminders, and questionnaires.
Click Add to create the client directly from the Diary page.
Method 3: Adding Clients via the Creator
Open a programme in the Creator and click Publish to open the Publish programme panel.
In step 1, Who is it for?, click + New client beside the Clients picker.
Adding a new client through the Creator page while assigning a programme
This opens the same Add Client window. Enter the client’s details, click Add, then assign the programme.
Method 4: Clients Created by Online Bookings
When someone books through your online booking link, Rehab Guru creates a client for them automatically, using the name, email address and phone number (if given) they enter. You do not need to add them yourself.
If the email address they enter already belongs to one of your clients, the booking is added to that existing client instead of creating a duplicate. The existing client's name is not changed, so the booking appears under the name already on your account.
Deleted clients are not matched, so a booking from someone whose client record has been deleted creates a new client.
Final Steps: Managing Client Details
After adding a client, you can always go to the Clients page, click View next to their name, and manage their information in Details.
Using these methods, you can efficiently add and manage clients in Rehab Guru through the Clients page, Diary or Creator, while clients who book online are added for you automatically.