Manage your clients

1. Access the Client Database

• Your clients can be managed from the Manager area.

• Once a client purchases a training, they will appear in your client database.

2. Overview of Clients

• In the overview, you can see each client’s:

  • First name

  • Last name

  • Email address

  • Phone number

• To manually add a new client, click ‘Add Client’ in the top-right corner.

3. Client Options

• Click the three dots (…) next to a client to access options:

  • View Profile

  • Add Booking

4. Client Profile Tabs

When opening a client’s profile, you will see two tabs:

1. General

• Displays the client’s personal details (editable only by the client via the Matchable website or app).

• On the right side of the client’s name, you can contact the client via WhatsApp.

2. Bookings

• View all client bookings — past and future.

• Use the filters in the top-right corner to refine results.

• Click the three dots (…) next to a booking to:

  • Edit the booking

  • View the client’s profile

  • Set the booking to ‘Redeemed’

  • Redeemed: Represents a completed booking.