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Client overview

Updated on 2026-05-30

Client overview

Open any client and the Overview tab greets you with stat cards that answer the questions you ask most often before a session. Every card is clickable and jumps to the matching tab.

Workouts, progress and survey history now live together under one Reports tab, with subtabs Workouts (shown first), Progress and Survey history — so the top of the client has fewer links to scan.

Training cards

  • Total trainings done — how many workouts this client has finished, all-time. Only completed sessions count; a workout left in progress or abandoned is not included. Opens Reports → Workouts.
  • Last training — the name and date of the most recently finished workout. Opens that workout's log detail.
  • Next training planned — the next workout the client is expected to do. Opens the Training program tab.

Progress cards

  • Body measurements — how many measurement reports have been recorded for this client. Opens Reports → Progress.
  • Last report — the date of the most recent measurements. Opens that report directly.
  • Current weight — the latest recorded body weight, with the change since the previous report (a drop shows green). Opens Reports → Progress.

Client survey

Below the cards, the client's survey (goals, health, lifestyle and preferences) is shown read-only for a quick at-a-glance overview. Survey answers are kept current through your check-in field mapping — there's no separate survey editor. To see how a client's answers changed over time, open Reports → Survey history: each submission is a row showing the date, how many answers changed and which categories (goals, health, lifestyle, preferences). Use the date filter to narrow the range, and click any row to open its detail page — a side-by-side table of every changed answer's previous and new value.

How "next training" is chosen

It adapts to the kind of program the client is on:

  • Calendar program (sessions tied to dates): shows the next session dated today or later. If today's session is already done, it rolls forward to the next one. The card shows the planned date, with a Today badge when it's due today.
  • Fixed program (an ordered list with no dates): shows the session that comes right after the one the client most recently completed. Because fixed programs have no calendar, the card shows No fixed date instead of a date.

If the client has no active program, the next-training card simply shows that there's nothing upcoming.