# Onboard new TrueCoach clients from a list

> New sign-ups in a sheet or form become TrueCoach clients with the right client type, group and onboarding program, after a duplicate check.

Source: https://cotlet.dev/integrations/truecoach-api-mcp-server/onboard-new-clients

January sign-ups land in a form or a spreadsheet. Each one needs a TrueCoach client record, the right client type, a group and the onboarding program before you can write their first real week.

Cotlet does it in your own TrueCoach account with list\_clients, create\_client, add\_client\_to\_group and assign\_program, called by your AI agent, an n8n workflow or a script.

[Request access](https://cotlet.dev/app/signup?app=truecoach) [All TrueCoach tools](https://cotlet.dev/integrations/truecoach-api-mcp-server)

Hosted · nothing to install or maintain

Official options

## Can TrueCoach do this on its own?

TrueCoach's Zapier app has one action, "Add a Client to TrueCoach" (Pro or higher per the help center, checked 12 Oct 2026), and a Gmail template can send a welcome email on the "New Client" trigger. Neither puts the client in a group or assigns a program. TrueCoach support also runs a one-time CSV import with group and program columns, sent by email, which suits a migration rather than the sign-ups that arrive every week.

By hand

## How you do it in TrueCoach today

1. Click Add Client in the top right of the TrueCoach dashboard or client list and choose Remote, Dual or In-Person.
2. Enter first name, last name and, for Remote and Dual clients, the email; the More link holds birthday, timezone, units, height and weight if you want to fill them in for the client.
3. Click Add Client, then Add Group next to the client's compliance rates, or tick several clients and use the Manage Groups icon in the footer (shortcut G).
4. Open the Programs tab and assign your onboarding program, such as the welcome, questionnaire, assessment and check-in sequence TrueCoach suggests building.
5. Every sign-up repeats four screens. An email already used with another coach fails at the end, and a client added without the program has an empty calendar on their first login.

With an agent

## How to onboard new TrueCoach clients from a list

Prompt

```
Add the five new sign-ups from leads.csv as Remote clients, put them in the January group and start them on my Onboarding Sequence program tomorrow.
```

1. 01  
### Check for existing clients  
Each email is looked up with list\_clients, active and archived. An archived match is reported for you to unarchive in TrueCoach rather than added again, and an active match is skipped.
2. 02  
### Settle the client type  
Rows without an email can only become In-Person clients. The agent asks before adding them that way, because In-Person clients get no TrueCoach login at all.
3. 03  
### Create with your OK  
create\_client adds the rows you approve, and Remote and Dual clients get the invitation straight away. When TrueCoach rejects an email that belongs to another coach's client, the agent lists it with the options TrueCoach offers instead of retrying.
4. 04  
### Group, then program  
Each new client goes into the group you named with add\_client\_to\_group. If that group does not exist yet, the agent stops and asks you to create it under Manage Groups. Then assign\_program starts the onboarding program on day 1 from the date you gave.

### What you get back

Example data

```
leads.csv: 5 rows.
Added as Remote, invitation sent: Maya Okafor, Leo Brandt, Ana Ruiz.
Group January and Onboarding Sequence from 13 Oct 2026, day 1: all 3.
Skipped: chris.p@example.com is already your active client.
Not added: dana.m@example.com has a TrueCoach client account with another coach. Ask that coach to transfer or delete it, or use another email.
```

### Other ways to ask

- Every morning, add yesterday's paid sign-ups from my form sheet as Remote clients in the New Clients group, with my OK on each.
- Add these three gym members as In-Person clients without email and put them in the Tuesday Small Group.
- Onboard Jordan Lee as a Dual client and start him on Bootcamp Base at day 8 with the rest of the group.

Before you automate it

## What TrueCoach allows, and what to know first

- TrueCoach allows one client account per email address; the help center lists transfer by the old coach, deletion, another email or a request to support as the ways around it.
- A missing TrueCoach invitation can be resent from the Client Dashboard with Resend Invitation, or the invite link can be copied and sent directly.
- TrueCoach plans cap active clients (5 on Starter, 20 on Standard, 50 on Pro per the pricing page), and archived clients do not count toward the limit.
- TrueCoach's CSV import requires a program for every client and suggests a program with a rest day on Day 1 for clients who should not start training yet.

create\_client asks for your OK by default. To run it on a schedule without you, switch confirmation off for that tool in your dashboard.

Sources: [TrueCoach Help: Adding a New Client](https://help.truecoach.co/en/articles/2403903-adding-a-new-client) · [TrueCoach Help: Client Grouping](https://help.truecoach.co/en/articles/3047874-client-grouping) · [TrueCoach Help: Bulk Importing Clients](https://help.truecoach.co/en/articles/3835017-bulk-importing-clients) · [TrueCoach pricing](https://truecoach.co/pricing/)

REST

## Call create\_client from a script

curl

```
curl https://cotlet.dev/api/v1/truecoach/create_client \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"first_name":"Maya","last_name":"Okafor","email":"maya.okafor@example.com","client_type":"remote"}'
```

Example response

```
{
"client_id": "4822040",
"name": "Maya Okafor",
"client_type": "remote",
"invitation_sent": true
}
```

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is truecoach\_create\_client. Example data.

[Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/truecoach-api-mcp-server#automations)

Tools

## TrueCoach tools this automation uses

__Cotlet TrueCoach tools used to onboard new TrueCoach clients from a list__
| Tool | Parameters |
| ---------------------- | --------------------------------------------------------------- |
| list\_clients | group, client\_type, archived, limit, cursor |
| create\_client | first\_name, last\_name, email, client\_type |
| add\_client\_to\_group | client\_id, group\_name |
| assign\_program | program\_id, client\_ids, group\_names, start\_date, start\_day |

[All 15 TrueCoach tools with descriptions](https://cotlet.dev/integrations/truecoach-api-mcp-server#tools)

## More TrueCoach automations

- [Write TrueCoach workouts from a text prompt](https://cotlet.dev/integrations/truecoach-api-mcp-server/write-workouts-from-text)
- [Assign a TrueCoach program to a client group](https://cotlet.dev/integrations/truecoach-api-mcp-server/assign-program-to-group)
- [Check in with TrueCoach clients who missed workouts](https://cotlet.dev/integrations/truecoach-api-mcp-server/check-in-with-clients-who-missed-workouts)
- [TrueCoach API and MCP server: every tool](https://cotlet.dev/integrations/truecoach-api-mcp-server)
- [All use cases](https://cotlet.dev/use-cases)

## Give your agent access to TrueCoach.

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[Request access](https://cotlet.dev/app/signup?app=truecoach)