The MevoLife platform offers a consolidated section to effectively manage your clients and view client progress in detail with one click. Follow the below-listed steps to add and manage clients on the platform:
Click on + Client button to start adding/inviting clients to connect with you on the platform.
Add the First Name, Last Name, Email, Phone number, Gender, and Date of Birth of the client to send an invite. Only First Name and Email are mandatory fields to send an invite.
Along with this, you can also add client location and tag the client with a team member from the invite prompt only.
Once the invite is sent the client will need to download the MevoLife app and click on the invitation received to accept and get connected with you.
After a client has connected with you, you can click on the client's name to view all the details related to the client including Booking, Payments, Upcoming Sessions, and more.
In the overview tab, you can view the Bookings, Payments, and Sessions summary of the connected clients.
In the Vitals tab, you can view the response filled in by the client for the PARQ form and also you can update any details as per your requirements.
The bookings tab shows session records, the plan assigned to the client, compliance or status of the progress of the client viz-a-viz the plan assigned.
Along with this the tab also shows the complete timeline of the client’s journey, and you can also create follow-ups that will send an alert to the client to submit the requested follow-up for faster achievement of goals.
In the billing tab, you can view the invoices specifically for the selected client along with the summary of the total, completed, and pending sessions.
The last tab shows the ratings submitted by the client after conducting a successful session with you. The average of these ratings by all clients is shown on your profile on the web and in the app.