Where to find it

Open the app and click Clients in the top navigation bar. Then click + Add New Client in the sub-menu. The add-client form will expand on the page.

Step by step

1

Navigate to Clients

Click Clients in the top navigation, then click + Add New Client in the sub-menu. The form expands on the page — no separate modal or page load.

2

Fill in contact information (required)

First Name and Last Name are the only required fields. Everything else is optional but recommended:

  • Phone Number — used for SMS appointment reminders
  • Email Address — for booking confirmations, receipts, and intake links
  • Notification Preference — choose Email, SMS, or None
3

Add address (optional)

Street Address, City, Province (dropdown), and Postal Code. Useful for records but not required to book sessions.

4

Set session rates (optional)

Under the Practice section, you can set individual per-session rates for this client:

  • Private — e.g., $125 (shows the studio default)
  • Duet — e.g., $65
  • Trio — e.g., $45
  • Group Class — e.g., $30
  • Free Intro — e.g., $0

Leave these blank unless this client has custom pricing that differs from your default rates.

5

Add session notes (optional)

The Session Notes field is a free-text area for things like equipment preferences, known injuries, or contraindications. This note appears whenever you open one of this client's sessions — handy as a quick reminder before each appointment.

6

Click "Add Client"

Scroll to the bottom of the form and click the Add Client button. The client is created and their profile is immediately accessible.

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Tip: If "Session type pricing active" shows on a client's profile, all clients default to the rates set in Settings. You only need to fill in custom rates here if a client has different pricing.

What to do after adding a client

Once the client is added, their profile becomes the hub for all their records. From there you can:

✦ From the client profile you can

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Send the health intake form — click "Send Intake Form" to email them a branded link. They fill it in, you see the answers in their profile.
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Send the liability waiver — digital waiver signing link can be sent from the profile. Auto-send is off by default.
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Book their first session — click the calendar or go to Sessions → Book New Session and search for their name.
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Download a complete client record — sessions, notes, body charts, invoices, and audit trail in one PDF.
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Open MyoMind — tap the MyoMind button on their profile to access AI-assisted notes, summaries, and treatment plans.

Tips & things to know

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Importing many clients at once? If you're migrating from another system, use the bulk import tool in Settings → Account → Client Data Management instead of adding them one by one. See How to import clients from a spreadsheet →
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Search works immediately. Once a client is added, you can find them by name, email, or phone from the Clients page search bar. Each client also gets a unique Client ID (visible in their profile) that you can copy for integrations or transfers.
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Look for the How-to button. Many sections in the app have a "▶ How-to" button built in — these link to guides like this one as video walkthroughs are added.