You can add any Trainerize client to your Blood Test Portal directly from their client dashboard. This creates their portal account, sends an invitation email, and lets them access blood test results and courses.
Business package required.
How to Add a Client
Go to Trainerize Clients and open the client
Click the Blood Results tab in the left sidebar
If the client isn't already in the portal, the Add to Blood Test Portal dialog opens automatically
Step 1: BAA Requirement
Before adding any client, you must have a signed Business Associate Agreement (BAA) for HIPAA compliance. Blood test results are protected health information.
If your BAA isn't signed yet, you'll see a red warning with a "Sign BAA Now" button that takes you to Settings → Compliance.
Step 2: Client Email Required
The client must have an email address in their Trainerize profile. If they don't, you'll see a yellow warning asking you to add their email in Trainerize first, then sync your clients.
Step 3: Select a Plan
Choose the portal access level:
Plan | Description |
Starter | Up to 5 blood results |
Pro | Up to 50 blood results |
Step 4: Grant Course Access (Optional)
If your business has Courses, you can select which courses to give the client immediate access to. Check the boxes next to the courses you want to include.
Step 5: Add to Portal
Click Add to Portal. Here's what happens:
A portal account is created for the client
Their profile is pre-populated with Trainerize data (name, email, date of birth, gender, height)
An invitation email is sent to the client
If courses were selected, access is granted immediately
After Adding: Blood Results Tab
Once the client is in the portal and has uploaded blood test results, the Blood Results tab shows 2 views:
Table View — all biomarker results in a sortable table with status indicators (Optimized, Suboptimal, High, Low)
Analysis View — AI-powered biomarker analysis with personalized insights
Alternative: Add via Automation
You can also automate this process using the "Add Portal Client" action in Automations. This automatically adds clients to the portal when they join, complete a form, or match a Smart View condition.