How do I set up reminders to be sent until my client completes their assigned assessment?

As a trainer, you can remind your clients of an assessment until they complete it. Here’s how to set up automatic reminders for your assessments, starting from the “Clients” tab of your Dashboard.

Step-by-step instructions are below.

 

Step-by-Step Guide:

Step 1: Click the “Clients” tab of your Dashboard.

 

Step 2: Locate the client you want, and click the gear icon to manage the client.

Find a client your client list by scrolling or searching for them. Once you have located the client, click the gear icon next to their name, on the right side of the screen, to manage the client.

 

Step 3: Click the “Assessments” tab on the left side menu.

Once you arrive at the client’s page, click the Assessments tab on the left of your screen.

 

Step 4: Select an Assessment.

Once you are on the Assessment page, find the scroll down menu at the bottom of the screen. Select the Assessment you would like to assign to your client. 

 

Step 5: Check the “Send reminders until client completes assessment?” box.

Click the box marked “Send reminders until client completes assessment?” on the right of the scroll down menu.

 

Step 6: Click “Save Client.”

Click the “Save Client” button to save your changes. 

 

Now we’ll send your clients a weekly reminder until they complete the assessments so that you can focus on keeping them accountable to their fitness goals!