Documents in one place for coach and client

Documents often end up spread across Drive links, email attachments and separate portals. With FITsociety, you keep shared folders, client documents and files closer to the rest of the program, so information is easier to find and share.

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Documents in one place for coach and client

Shared folders and documents for all clients

Some documents are relevant for almost everyone: think house rules, intake explanations, training guides or nutrition information.

Work with general documents and shared folders at company level.
Create fixed document structures that are visible to clients.
Provide one central place for recurring information.

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Client-specific documents on the client profile

Not everything is generic. Some files belong specifically to one client or one program.

Upload and manage documents directly at client level.
Keep important files closer to training, nutrition and progress.
Reduce searching through inboxes and separate folder structures.

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Access via client portal and app

Documents are only useful when clients can actually find and open them without hassle.

Give clients quick access to relevant documents.
Make the portal more valuable than just a place for plans.
Offer documents in the same environment as the rest of their program.

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Store intake and checkup forms in your document structure

When clients upload files through forms, you do not want to lose them in separate storage.

Use one platform for forms and document storage.
Keep more context around intake and checkup files.
Make program records clearer for coach and team.

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Search, organize and manage without extra tools

Document management should help, not add another layer of complexity.

Work with folders and clear document lists.
Make documents easier to search and manage.
Keep information organized as the business grows.

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Frequently asked questions

Yes. FITsociety supports shared documents and folders that can be made available to clients within the active environment.

Yes. In addition to shared document structures, you can also manage client-focused files closer to the client profile.

Yes. Documents are available from the client portal and the app.

Yes. Files from form flows can be used as part of your broader document structure.

Not for many coaching and client documents. FITsociety is designed to keep document use closer to the program itself.

No. The document section is broader, covering files, folders and accessible client information, not just one file type.

Do you want to stop keeping documents scattered across separate tools?

Schedule a demo and see how FITsociety brings documents, the client portal and form flows together in one platform.

Try 7 days free