How do I save my client’s goals, injury history, and equipment information?

Knowing the details of your client’s athletic journey is essential to being a great trainer. To make it easier for you to remember those details, we’ve included a section where you can save all this information. Simply follow the steps below to get started.

Step-by-Step Guide:

Step 1: Click the gear icon.

From the “Clients” tab of your dashboard, locate the client in the list whose information you would like to save. Then click on the gear icon on the right side of the client’s name.

Step 2: Select the “Training Info” tab.

In the client management window, select the “Training Info” tab from the menu on the left side of the screen. Notes for your client will then appear. Fill out the desired sections.

Step 3: Save the info. 

Once you’ve recorded your client’s goals, injury history, and equipment information, be sure to save your notes. To do so, click on the “Save Client” button at the bottom of the screen.

There you go! That’s all it takes to record your client’s goals, injuries, and equipment preferences. Feel free to update this information at any time.

Updated on October 30, 2020

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