Creating an onboarding flow in the coach app is a great way to efficiently set up new client accounts with all the necessary workout programs, nutrition plans, and check-in forms. This guide will walk you through the steps to create and customize your own onboarding flow.
Step 1: Navigate to the Onboarding page
Start by heading to the Onboarding tab/page within the coach app. Here, you'll see a list of all your existing onboarding flows. Each flow contains:
- Flow Name: The name you've given to that specific onboarding process.
- Setup: Details of the selected workout programs, nutrition plans, and check-in forms included in the flow.
Step 2: Create a new onboarding flow
To create a new onboarding flow, click the Add New Flow button. You'll be prompted to give your flow a name.
Once you've named your flow, you can begin adding various components like workout programs, nutrition plans, and check-in forms.
Step 3: Build out your onboarding flow
Next, select the components you want to include in your onboarding flow:
- Workout Programs: Add any workout programs you'd like to assign to your client when they start.
- Nutrition Plans: Choose the relevant nutrition plans that suit your client's goals.
- Check-in Forms: Select the check-in forms that will be assigned to your client for them to complete.
You can add multiple components for each category, tailoring the onboarding process to the client's needs.
After adding all the necessary components, click Save to finalize your onboarding flow. Your new flow will now appear in the onboarding list, ready to be assigned when you create a new client account.
Step 4: Assign an onboarding flow to a client
When you create a new client account, you can select from any of your saved onboarding flows. This ensures that the client's account is set up with all the workout programs, nutrition plans, and check-in forms in one go.
By following these steps, you can create tailored onboarding flows for each client, saving time and ensuring a seamless onboarding experience.