Client Notes

Client Notes is a feature that allows a Trainer to enter in any information that will help them program. Client Notes are only visible to the Trainer, never the client. Client Notes can be entered either on the Trainers’ Client Dashboard page or on a Clients Session Feedback Chat, allowing for a coach to add notes in relation to a clients Session Feedback or for their next program.

A Client Note will appear on the Clients Workout Builder, allowing you to have all the information at hand to build their programs.

Where a Client Note appears on the Trainers’ Client Dashboard

Client Notes are not visible on the Clients Dashboard - Coach Notes are only for the Trainers eyes allowing you to write whatever is needed.

Clients' Dashboard Example - no 'Client Notes' visible

 

Adding a Client Note from the Trainers’ Client Dashboard

Step 1: From the Trainers’ Client Dashboard, click the + Add New button next to Client Notes.

Step 2: In the Add Client Note pop-up box, type your note in and click Submit. Your new note will now appear on the Trainers’ Client Dashboard. You are able to edit/delete this note at any time.

Adding a Client Note from Session Feedback

Step 1: Select the Session Feedback tab in the left hand menu. Here you will be able to see all clients who have left a note via the Session Feedback form at the end of their session. This client has asked for more strength based exercises in their next program. To add this information as a 'Client Note', select the '+ Client Note' button.

Step 2: Select '+ Add New'

Step 3: Add in your Client Note and click 'submit'.

Your new note will now appear in the Client Note box with a time stamp. You can then exit out of this pop-up. You are able to edit/delete this note at any time.

When you go to create your clients next program, you Client Note will appear in the drop down next to your clients name on the Client Workout Builder.