Rehab Guru provides several methods for adding clients to your account, allowing flexibility in client management. This guide will walk you through three different ways to add a client.
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.
Once the client is added, click on View next to their name and go to the Details tab on the left to fill in any additional information.
Save the details when finished.
Adding further client details in the Details tab
Method 2: Adding Clients via the Diary Page
Navigate to the Diary page to book an appointment.
Click on the calendar to open the appointment booking dialog window.
Choose the Appointment Type, and if the client is new, click the Plus button instead of selecting an existing client from the drop-down list.
Adding a new client through the Diary page while booking an appointment
Enter the client’s name and, if necessary, their email address 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
Navigate to the Creator section when assigning an exercise programme.
Click New Client to add a client.
Adding a new client through the Creator page while assigning a programme
Enter the client’s details as prompted, then assign the programme.
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 through the Details tab.
Using these three methods, you can efficiently add and manage clients in Rehab Guru through the Clients page, Diary, or Creator.