EvoFit Help Center

Inviting New Clients

Send an email invite that creates the trainer-client link automatically when the client registers.

trainer guide/clients
What this is for: Get a brand-new person onto your roster in one email — no manual linking, no shared passwords.

When to use this

Use Invite New Client when the person does not yet have an EvoFit account. If they already have one, use Adding Existing Clients instead.

  1. Open My Clients to see your roster and the invite buttons.
  2. Click Invite New Client in the top right.
  3. Type the email address your new client will register with.
  4. Click Send Invitation and EvoFit emails them a link to join you.
  5. Until they accept, the invite waits under Pending Invitations.

Step-by-step

  1. Open My Clients in the sidebar (route: /clients).
  2. Click Invite New Client in the top right.
  3. A form opens with two fields:
  • Client's Email Address: the email they will register with.
  • Personal Message (Optional): appears under the standard intro in the email.
  1. Click Send Invitation.
  2. A green toast confirms the email was queued via Mailgun.

What the client receives

The email contains:

  • A friendly intro with your name.
  • Your custom message (if you wrote one).
  • An Accept Invitation button that opens /invite/{token}.
  • Plain-text fallback link in case the button is blocked.

When they click Accept Invitation:

  • Logged out and not registered → redirected to /auth/register with the invite token and their email pre-filled in the URL. The register page shows an invite banner. After they complete registration, the system creates the TrainerClient row atomically. They appear on your roster immediately.
  • Already logged in → the API runs the link directly, no re-registration needed.

What happens after they accept

  • Their card appears on your /clients list with status Pending until they log in for the first time, then Active.
  • They get the floating WhatsApp button automatically (if you set up WhatsApp).
  • They can read profile info, but no programs are assigned yet — that's your next step.

Tracking invites

  • Invites that have not been accepted yet are listed in the Pending Invitations panel on My Clients. Once a client accepts, they move into your roster.
  • An invite link expires after 7 days. If it expires, send a fresh one.

Common pitfalls

Where to find this

  • Trigger: /clients → Invite New Client button (top right).
  • Component: ClientInviteForm.
  • API: POST /api/clients/invite.
  • Acceptance page: /invite/[token].

Related

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