Edit a client's profile
Update profile fields, read field history, use Mass Edit, and add custom fields.
Where: Web or mobile app, for coaches
The Profile tab holds a client's goals, injuries, measurements, equipment, and other fields. Every change is kept as a record, so you can see how the client changes over time. For a map of the tab, see Find your way around a client's Profile tab. The Forms & Check-ins button on the tab is covered in Create a form and send it to a client.
Steps
Update field values and read the history
Open the client. On Home, select Profile.
Select the pencil icon (Edit) at the top right. Fill in the fields you want to change.
Select Save. Save adds a new record only for the fields you filled in, so your history stays intact. To stop, select Cancel.
To add one value with a date and notes, select the update icon next to the field (Log Weight for weight). Enter the value, check the Date, add Notes (optional), then select Update Profile Value.
To read a field's history, select History next to the field. Number fields have Chart and Data tabs. Each field shows Updated with the date of its newest record.
Add a custom field
Open the client, then select Profile.
In the section you want, select Add field.
Enter a Field name. Add an Initial value if you want. (Optional.)
Select Add field.
Rate how much an injury affects training
Open the client's Profile and select the update icon next to a field in Injuries and Medical History. Enter the value and an optional Severity Rating (1-10, optional), then select Update Profile Value.
Set the equipment a client can use
Open the client's Profile and scroll to Equipment Preferences.
Tap Custom. Select Equipment opens.
Pick the equipment this client has. Select All and Unselect All pick or clear every item.
Tap Apply. To change the list later, tap Edit Equipment.
To go back to your default list, tap Default. This clears the client's custom list.
Edit the client's details
Open the Clients tab and select the client.
Select More, then select Edit. A sheet opens with the client's photo and details.
Change what you need in each section:
Basic Information: First Name, Last Name, Email, and Phone.
Personal Details: Date of Birth and Gender.
Measurements: weight and height.
Tags: select a tag to turn it on or off. This section shows only after you have created at least one tag.
Org admins and team admins also see Coach Assignment. Pick the coach who owns this client.
To change the photo, select the photo at the top of the sheet. Then pick Take Photo or Choose from Gallery.
Select Save.
Common questions
Does Mass Edit replace old values?
No. Each value you enter is saved as a new record. The old values stay in the field history. Leave a box empty to keep that field as it is.
Can I set a date or notes in Mass Edit?
No. Mass Edit saves each value with the current date and no notes. To use another date or add notes, use the + button on the field.
Can I do Mass Edit on mobile?
Yes. The Edit button on mobile works the same way.
Why is there no + button on a photo field?
You cannot add a record to a photo field this way.
Can I pick a field type or hide a field on mobile?
No. The field type and Hide from client are on web only.
How do I see changes over time for a custom field?
On web, select the + on the field to add a new record. Select the chart icon to open History & Chart. A chart shows after at least 2 numeric entries.
Is the injury rating required?
No. You can save a record without it. It shows only for fields in Injuries and Medical History.
What does Default use for equipment?
The card shows the list in use, such as Using "All Equipment", and how many items it has. This is your default equipment template. If you have none, it uses all equipment. A custom list does not change your default list. It only changes this one client.
Why did my custom equipment list not save?
A custom list saves only after you select at least one item.
Why do I not see Coach Assignment?
On web, only org admins, and coaches in an organization with more than one coach, see it. On mobile, only org admins and team admins see it.
Why do I not see Additional Coaches?
Only the client's coach, team admins and org admins see it, and only on web. It does not show for personal profiles or for clients on a team instead of a coach.
Why do I not see Client Tags?
Tags show only after you have created at least one tag.
Why are weight and height in pounds and feet, or in kilograms and centimeters?
They follow the measurement setting on your account.