Invite by email
- In Clients, select Add client (on the web) or the add button on the Clients list (in the app).
- Enter the client's Email and, optionally, their name.
- Select Send invite.
If the person does not have a CalCoach account yet, they get an email inviting them to sign up. If they already have one, they get a notification and a request in the app that says you want to coach them, with Accept and Decline. They become your client once they accept. Invitations expire after 30 days.
If your plan's client limit is reached, you see Client limit reached with an Upgrade plan button instead.
Copy an invite link
Organisation owners also see Copy invite link in the invite window. Anyone who opens the link can sign up and join your organisation. You can generate, regenerate or revoke the link under Manage Org. See Organisations and billing.
Staff coaches can invite clients by email only if the owner has turned on Staff can invite users.
Pending invitations
Pending invitations appear in your client list marked Pending. To withdraw one, open its menu and select Revoke invitation (web) or tap Cancel (app).
Clients with more than one coach
A client can have several coaches. When a coach from the same organisation as their current coach invites them, the client is asked Keep both coaches? and can choose Accept to keep both or Accept and switch coaches. When a coach from a different organisation invites them, accepting moves the client to the new organisation, and they are warned before it does.
Organisation owners can also add a second coach for a client from the Team page with Add as additional coach.
Remove a client
Open the client's menu and select Remove client. This ends your coaching relationship. The client keeps their account and data, but loses access to plans and notes you shared. It does not affect their other coaches. On the web, only the organisation owner can remove clients.
If a client is removed from your organisation they will lose access to the app unless they sign up individually.