Attending To Clients Needing Attention

You may have noticed in our newest release that your clients are now color-coded! We have added these colors to make you aware when clients are needing attention. It's easy to understand and helps you see at a glance how your clients are all doing, and who needs attention.

The colors are Red (urgent) and Orange (mildly urgent). If a client's name is grey they are up to date and don't require attention.  


Some examples of activity that gets flagged orange:

  • No sign-ins in the last month: Just a warning to help you engage less active customers. Some customers may be following your workouts by just printing them or browsing on their phones without tracking.
  • Training phase ending soon: Just a reminder. We automatically ask your clients to message you with any feedback near the end date.

Some examples of activity that gets flagged red:

  • Not setup after 3 days: When a client is added, Trainerize sends out a welcome e-mail with a setup link. This indicates they have not setup their account with the link after 3 days of being added. Their spam filters might be set too high and junking all e-mails from you, or they are having other technical problems. You can try to: Follow up with an e-mail from your own e-mail address, or a phone call.
    Manually e-mail the welcome link. Get it from a client's profile, then Admin > Get Welcome Link.
    Get client to add to their address book.
  • Training phase ended: Switch into the client's account, then make a new training phase. It's also a good idea to message your client a personalized follow-up a few days into the new training phase.
  • Empty workout phase / No workouts in training phase: Switch into the client's account, then add or copy workouts to their training phase.

To encourage usage, you can try to:

  • Encourage clients to check-in as they workout. The app shows previous stats so have them try to better those each time.
  • Send follow-up and encouragement messages routinely, so they'll reply in-app.
  • Document your clients' progress with photos in-app.

Our trainers have noticed the more frequently a client relies on the app, the more indispensable your online service becomes, the higher your customer renewal rate will be.

Turning off sign-in/setup warnings:

If you use Trainerize only for client management and do not require sign-in, disable all client sign-ons and notifications and these warnings will be hidden on your client page.

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