Fitbudd

Client Onboarding Process

Configure Client's Welcome Email

Create a customized onboarding questionnaire in FitBudd to collect client information before coaching begins and personalize your client onboarding experience.

How to Create an Onboarding Questionnaire in FitBudd

Access Your Application Links From Your FitBudd Dashboard

Welcome new clients with ease using step-by-step guidance that ensures a smooth, engaging start to their fitness journey.

Client Onboarding

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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