Reminding your clients to measure their body metrics every week through text messages and relying on them to remember can be time-consuming and inefficient. With the Tasks feature, you can automate the process by scheduling recurring reminders, and your clients will receive push notifications at 10:00 AM in their local time, making it easier for them to stay consistent.
Check out Everfit Tasks and Habits Coaching Tutorials here.
How to create a Task
From the client list, go to a client Dashboard and click on the Task menu.
Similar to the Training Calendar, click on the + button to create a new task.
How to create a Body Metrics Task
In the Create a task popup, select Body Metrics.
Select a template or click + Create Custom Body Metric.
Enter a short, descriptive, and actionable task title. Add a note or instructions if needed, then click Add metrics to task to open the Choose Metrics screen.
Select the metrics you want the client to complete. Only metrics currently enabled for that client will appear.
To add more metrics, click Manage Metrics at the bottom-left and enable or disable metrics from the Setup list of metrics. Changes made here will update the client's default metric settings.
Once you've selected your metrics, drag and drop them to reorder them as needed.
How to create a Progress Photo Task
Similar to Body Metrics, you can provide more details and instructions on the title and note.
Pro-Tips:
⭐Drag and Drop: Simply use drag and drop to move the tasks to different dates.
⭐Copy and Paste: You can copy a task and paste it into any designed date.
What your Clients see
The system will notify them at 10 AM the morning of the day that you assign a task(s). They should be able to check off the task, log their body metrics, take their progress pictures, or watch the video you assign.
