Previous: Manage Your Client List
Viewing Client Insights
Click on any client to open their insight panel, where you can review:
Training Overview
The training status is based on workout adherence.
You’ll also see:
Weekly workout completion
Adherence percentage with a 4-week trend
Progress in their current training program
This helps you quickly see if your client is staying consistent with their workouts.
You can also open their workout history or program details if needed.
Nutrition Overview
Nutrition status is based on how often clients log meals and how closely their macros align with their targets.
You’ll be able to review:
Average macros compared to goals
Number of days with food logs
Daily meal entries
This gives you a quick picture of how well your client is following their nutrition plan.
You can open detailed food logs if you want to take a closer look.
Tasks & Habits
Track your client’s progress on assigned tasks and habits. Status is determined as follows:
You’ll see:
Tasks completed vs. assigned
Habit tracking progress
Missed or overdue items
This helps you quickly spot where clients may need encouragement or accountability. You can also click on any task or habit to view more details.
Forms
You can quickly see whether your client has submitted their check-in form or missed it.
If a client has submitted a form, you can:
Open their full response
Compare it with previous submissions
Mark the form as reviewed
This helps ensure no client feedback is missed.
Programs Ending
If a client’s program is ending soon, the dashboard will highlight it. From here you can:
Review their progress
Prepare the next phase of training
Coach Notes
Keep track of important client details with private coach notes directly from the Check-in Dashboard.
To add or review notes, simply expand a client row and open the Notes tab.
All notes are completely private and only visible to you - they are never shared with the client. Your notes also sync automatically with the client’s profile, allowing you to access the same information seamlessly whether you're working from the dashboard or viewing the client profile directly.
Follow-up alerts
Stay on top of important client communication with automatic follow-up alerts directly on the dashboard. These alerts are designed to help you prioritize clients who may need immediate attention and ensure no important conversation gets missed.
You’ll see alerts when:
A client with an “At Risk” or “Needs Attention” status hasn’t replied to your message after 24 hours
A client with an “At Risk” or “Needs Attention” status replied and is waiting for your response
A client’s status changes week over week
Each message alert includes a Follow Up button, so you can jump straight into the client’s inbox and respond quickly.