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Client overview

Updated on 2026-06-09

Open any client and the Overview tab gives you a quick read on where they stand before a session. The header shows their name and contact plus a one-line summary - their goal and current weight - so you have the headline before you scroll.

The three metric cards

A row of three cards, each clickable and jumping to the matching tab:

  • Trainings - 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.
  • Reports - how many measurement reports have been recorded, with the date of the most recent one in the caption. Opens Reports → Progress.
  • Current weight - the latest recorded body weight, with the change since the previous report. The arrow turns green only when the change moves toward the client's goal (so a drop is good for a weight-loss client, but not for someone building muscle). Opens Reports → Progress.

Training activity

Below the cards, the Training activity panel pairs the last logged session (on the left) with the next workout in their schedule (on the right), so you can see at a glance what they just did and what's coming up - with a Today badge when the next one is due today.

Client profile

The Client profile block reads out their onboarding survey. A highlight strip across the top calls out the three essentials - goal, level and training frequency - and below it three columns cover health, lifestyle and preferences. It's read-only here; survey answers stay current through your check-in field mapping.

A brand-new client

Before a client has logged anything, the Overview shows a friendly prompt to start their first plan, with the cards and panels previewed as empty placeholders. As soon as workouts, reports and survey answers come in, the board fills itself in.

How "next training" is chosen

The next side of the activity panel 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 - 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, it shows No fixed date instead of a date.

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