Adding and managing clients

Adding and managing clients

Adding and managing clients
There are three ways to add a client to Bobclass:
  • From your device contacts — tap Add from contacts and select the person. Their name, email, and phone number are imported automatically.
  • Manually — tap Add manually and fill out the form.
  • Import — if you have a long existing client list, contact us at  support@bobclass.com  and we will import it for you, free of charge.
Client information
When adding a client, the following fields are available:
  • Name, email, and phone — required
  • Address and date of birth — optional
  • Client information — a free text field to describe anything relevant, such as special needs, injuries, or preferences
  • Preferred activity — selected from your predefined activity list
  • Preferred location — selected from your predefined location list
The preferred activity and location are used to prefill event details automatically when you create a new session in the calendar and select the client first. This is particularly useful for recurring one-to-one sessions that always follow the same format — for example, a personal training session always held at the same location.
Client statuses
Every client has one of three statuses:
  • Active — visible in the client list by default. Use this for current clients.
  • Archived — hidden from the client list but not deleted. Useful for clients who have paused but may return.
  • Deleted — all client data is permanently deleted and cannot be recovered. Where a deleted client is referenced in older bookings, their name appears as <deleted>.