This guide walks you through inviting your first client and giving them their web app. Follow each step in order — it takes about 10 minutes.
Head to your Coach Dashboard. This is your home base — you'll see your client list on the left and each client's plan on the right.
In the dashboard, click "Invite Client" (top of the left sidebar). A pop-up will appear. You can optionally type your client's name — this helps you identify them in your list. Then click "Create link →".
A unique web intake link will appear. Copy it — you'll send this to your client in the next step.
Send the link however you already talk to them — email, message, or in person. Include a short note so they know what to expect.
Once your client opens the link, they fill in a short web form (name, age, weight, height, goal, diet, activity, health notes). This takes about 3 minutes. At the end they receive their personal app link and should add it to the home screen.
Back in your dashboard, your client stays ● Pending while they complete the form. When they finish, it changes to ● Done and you can generate the plan.
Click your client's name in the sidebar, then click "Generate Plan". The AI will build a personalised 7-day nutrition plan and workout plan — this takes 1–2 minutes.
Once generated, you'll see the full plan. You can:
Save draft keeps the plan private. Save plan makes it the client's current plan and notifies them in the app. If the start date is in the future, they keep the previous plan until that day. Email is optional: it sends the same app link and home-screen instructions.
Something not working as expected? Reach out directly — we're here to make this seamless during beta. Email us at info@spotter.co.uk or reply to your onboarding message.