Coaching mode & your client list

Your Clients list shows three columns that let you read where each client stands without opening them:

• Coaching mode — whether you coach them online, in person, or a hybrid of both.
• Last check-in — the date of their most recent check-in, or a dash if they haven't checked in yet.
• Gender — taken from the client's own intake-survey answer.

Click a column header to sort by it, and use the coaching mode and gender dropdowns above the table to filter the list.

Setting a client's coaching mode

Coaching mode is yours to set. Open a client, go to the Settings tab, and choose Online, In person, or Hybrid — or leave it unset. The choice saves instantly and appears in your clients list.

It stays with the client even if they leave and come back later: if you unlink a client and they return, their coaching mode — and the rest of what you've recorded for them — is still there.