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

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

Posted by Support Team on September 10, 2020 — Updated on May 29, 2025

This guide will walk you through on how to save client’s goals, injury history, and equipment information.

1. Click “Clients”.

Click the client tab.

Click 'Clients'.

2. Click “Kyle Andrew”.

Locate and select the client in the list whose information you would like to save.

Click 'Kyle Andrew'.

3. Click “Training Info”.

Open the “Training Info” section.

Click 'Training Info'.

4. Clients Notes.

Scroll down, and you will see the Client Notes section, which has notes, injuries, equipment, and goals.

Clients Notes.

5. Click Notes.

Click notes.

Click Notes.

6. Click “Edit”.

Click edit button to write your notes or information about the client.

Click 'Edit'.

7. Click Save.

Click save button.

Click Save.

8. Clients Notes Section.

It is the same process for injuries, equipment, and goals.

Clients Notes Section.

This guide walked you through the process of saving client information.

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