How to Link a Completed Lead Assessment to an Existing Account

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In this guide, we’ll show you how to link a completed lead assessment to an existing client account in your fitness business management software. This process helps you keep assessment data organized and ensures each client’s results are stored in the right place.

1. Click the Arrow Menu

Click the arrow menu next to the Accounts tab to reveal additional tabs.

2. Select the Assessments Tab

Scroll down and click “Assessments” to view all assessment-related options.

3. Access Completed Lead Assessments

Click “Completed Lead Assessments” to see all finalized lead assessments.

4. Open Assessment Options

Find the completed lead assessment and click the three-dot menu to open additional options.

Three-dot options menu for a completed assessment

5. Choose Attach to Existing Account

Click “Attach to Existing Account” to begin linking the assessment to a client.

6. Select the Client

Click “Select Client” and choose the existing account you want to link with the assessment.

7. Confirm Client Selection

Click “Confirm” to finalize the client selection for the assessment attachment.

8. Navigate to the Accounts Section

Click the “Accounts” tab to access the list of client accounts.

9. Select the Client Account

Select the client account by clicking their email address to view their details.

10. Open Client Assessments

Click “Assessments” to view all assessments linked to this client.

11. View Client Assessment Records

Review the client’s completed assessment to confirm that the correct assessment has been linked to the account.

You have now successfully linked a completed lead assessment to an existing client account. This helps keep your assessment data organized and ensures all client records stay up-to-date. For more guidance, see related articles like How to Create an Assessment and How to Manage Client Assessments.

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1. Click the Arrow Menu

Click the arrow menu next to the Accounts tab to reveal additional tabs.

2. Select the Assessments Tab

Scroll down and click “Assessments” to view all assessment-related options.

3. Access Completed Lead Assessments

Click “Completed Lead Assessments” to see all finalized lead assessments.

4. Open Assessment Options

Find the completed lead assessment and click the three-dot menu to open additional options.

5. Choose Attach to Existing Account

Click “Attach to Existing Account” to begin linking the assessment to a client.

6. Select the Client

Click “Select Client” and choose the existing account you want to link with the assessment.

7. Confirm Client Selection

Click “Confirm” to finalize the client selection for the assessment attachment.

8. Navigate to the Accounts Section

Click the “Accounts” tab to access the list of client accounts.

9. Select the Client Account

Select the client account by clicking their email address to view their details.

10. Open Client Assessments

Click “Assessments” to view all assessments linked to this client.

11. View Client Assessment Records

Review the client’s completed assessment to confirm that the correct assessment has been linked to the account.

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