Onboarding a client
Getting a new client into Teshape takes under two minutes. You generate an invite link, they tap it, you’re paired. From there it’s a first check-in and assigning their opening plan.
Generating an invite
Go to your Clients tab and tap Invite client. Teshape generates a unique link tied to your coach account. Send it however you normally communicate with this person — iMessage, WhatsApp, email, DM.
# Invite links look like this: https://app.teshape.com/invite/a7f3bc...
Each invite link is single-use. Once the trainee accepts, it expires. If a link isn’t used within 7 days, it expires automatically. You can generate a new one at any time from the same screen.
What the trainee sees
When the trainee taps the invite link, the app opens to a connection screen with your coach card already loaded — your headshot, name, and specialties. They tap Connectto accept. If they don’t have a Teshape account yet, the link walks them through signup first, then lands them on the same connection screen.
Once they accept, you both appear in each other’s apps immediately: they show up in your Clients list, and you appear as their active coach. A system message in the shared thread confirms the connection.
One active coach per trainee.If the trainee already has an active coach, they’ll be asked to confirm that they want to disconnect from their current coach before accepting your invite. This can’t be bypassed — both parties need to be clear on the change.
First check-in
The first thing most coaches do after pairing is send an intake message — training history, current goals, injuries, equipment access, weekly availability. You can use the message thread for this, or send a structured check-in form from the client profile.
Check-ins are coach-defined questionnaires that the trainee fills out inside the app. Responses come back to you in the client profile under the Check-ins tab. The first one is typically an intake; recurring weekly check-ins are common for accountability.
Assigning the first plan
Once you know enough about the client, open their profile and tap Assign plan. Pick a plan from your library (or create a new one on the spot), set the start date, and confirm. The plan appears on the trainee’s Today tab immediately — they’ll see today’s session if you’ve back-dated the start, or tomorrow’s if you set it to begin the next day.
You can also assign individual workouts without wrapping them in a plan — useful for one-off sessions like a deload day or a movement screen.
Cold applications via Find a coach
If a trainee finds your profile through Find a coach and sends a connection request, it shows up in your Clients → Applications queue. You can review their profile, accept or decline, and send a message before committing.
Accepting an application pairs you automatically — no separate invite link needed. From that point, the onboarding flow is the same: send a check-in, assign a plan, you’re off.