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Understanding the Trainerize Clients Table

Learn how to manage and customize your Trainerize clients table, understand all available fields, and use filters and smart views to organize your client data effectively.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over 3 weeks ago

The Trainerize Clients table is your central dashboard for viewing and managing all clients coming from Trainerize in real time. This is your organization dashboard where you can see everything about your clients at a glance.

Access the Trainerize Clients table: https://app.fitmetrics.ai/business/trainerize-clients

Customizing Your Table View

One of the most powerful features of the Trainerize Clients table is that you can completely customize it to show only the information that matters to you.

How to customize fields:

  1. Click on the Fields button (usually located in the top right of the table).

  2. You'll see a list of all available fields.

  3. Enable or disable any field by checking or unchecking the box next to it.

  4. Reorder fields by dragging them up or down in the list.

  5. Your preferences are automatically saved.

This way, you can hide fields you don't use and prioritize the ones that are most important for your workflow.


Understanding the Fields

Each field in the Trainerize Clients table represents different information about your clients. Here's what each field means:


Stage

The Stage field shows where each client is in your onboarding process. This corresponds to the stages you've set up in your onboarding feature. Stages help you track client progress from initial sign-up through their entire journey with you.


Role

The Role field indicates the type of client relationship:

  • Client: Standard client accounts (most common)

  • One-way messaging: Clients who receive messages but don't respond

  • Two-way messaging: Clients who can send and receive messages

Note: The role will typically always show “Client” for Trainerize clients.


Trainer ID


This is the unique identifier of the trainer assigned to the client in Trainerize. This helps you identify which trainer is working with which client.


Telegram Group ID


This field shows the Telegram group ID for clients who use Telegram for communication.


Important: Telegram integration is being deprecated, so this field will become less relevant over time.



Threads are very important to understand. A thread represents a conversation or message thread opened with a client. Here's what you need to know:

  • Account Owner: The main thread for the client, typically associated with the account owner.

  • Former Trainer: If another coach from your team previously worked with the client and messaged them, you'll see “Former Trainer” threads.

  • Group Messages: When you communicate with clients in group messages within Trainerize, you'll see an indication for group message threads.

  • Assigned Thread: The thread currently assigned to the client. If you're the assigned coach, it will show your name or “Account Owner.”

Understanding threads helps you see all the different conversation channels you have with each client.


Preferred Messaging Channel


This shows how the client prefers to communicate:

  • Trainerize: Communication happens through Trainerize messaging.

  • Telegram: Communication happens through Telegram (being deprecated).

Most clients will use Trainerize messaging going forward.


Last Login


Shows when the client last logged into their Trainerize account. This helps you see client engagement and activity levels.


Client Information Fields


These fields come directly from Trainerize:

  • Gender: Client's gender

  • Phone: Contact phone number

  • Location: Client's location

  • Birth Date: Client's date of birth

  • Height: Client's height

  • Activity Level: How active the client is

  • Connected Apps: Any fitness apps connected to Trainerize (like Whoop)


Tags


Tags help you organize and categorize your clients. You can:

  • View existing tags for each client

  • Add tags directly from the table

  • Remove tags by clicking on them

  • Create new tags by going to Trainerize → Manage Tags

Tags are useful for grouping clients by characteristics like “VIP,” “New Client,” or “Challenger.”


Programs


The Programs field shows which programs each client is enrolled in. You can:

  • View assigned programs

  • Add or remove programs

  • Assign multiple programs to a single client

Programs help you track what services or training plans each client is following.


Client Created Date


Shows when the client was first created in your Trainerize account.


Feature Checkboxes


These checkboxes let you mark special features or statuses for each client:

  • Community – Check if the client is part of your community

  • Testimonial – Check if the client has provided a testimonial

  • One-on-One Calls – Check if the client participates in one-on-one calls

  • Group Calls – Check if the client participates in group calls

These checkboxes help you quickly identify which clients have special access or features enabled.


Expiry Date


The Expiry Date is crucial if you sell memberships or programs with specific durations (like 3-month, 6-month, or 1-year programs).

Why it's important:

  • Set the expiry date when a client signs up for a time-limited program

  • Create smart views to find clients whose memberships expire soon

  • Reach out to clients before their program ends

How to set it: Click on the expiry date field for any client and select the date from the calendar.


Program Start Date


This is different from the Client Created Date. The Program Start Date is when the client actually started their program.

Key difference:

  • Client Created: When they joined your Trainerize account

  • Program Start Date: When they actually started the program (can be added manually or through AI automation)


Remaining Days in Program


Shows how many days are left in the client’s program.
Important: This is calculated only if:

  1. An expiry date is set

  2. A program start date exists (otherwise it uses the client creation date)


Days in Program


Shows how many days the client has been in their program. Calculated using the program start date or, if unavailable, the client creation date.


Goals


The Goal field is a dropdown where you can select the client's primary goal (e.g., weight loss, muscle gain, fat reduction, general fitness).


Goal Weight & Goal Body Fat


These fields let you set targets for clients:

  • Goal Weight: Target weight

  • Goal Body Fat: Target percentage


Starting Weight & Starting Body Fat


Show the client’s starting measurements — useful for tracking progress from day one.


Whoop Connection


If a client has connected their Whoop device, it appears here.


Basic Information Fields

  • First Name

  • Last Name

  • Email


Units


You can customize measurement units for each client individually:

  • Kilograms (kg) – Metric system

  • Pounds (lbs) – Imperial system

How to change: Click the units field and select the client’s preferred unit system.

Important: This will overwrite the default units of your business just for the client (e.g if your business preference is "imperial", and you set the client to 'metric" then that individual client will be "metric" instead of "imperial" like the rest of the clients.


Trainerize ID


Unique identifier for the client in Trainerize.


Trainerize Status


Shows whether the client is Active or Deactivated.

Important billing note: You are charged only for clients with Active Trainerize status.


Last Synchronization


Shows when FitMetrics last synced data from Trainerize for this client.


Last Message


Displays when the client last messaged you. Helps you identify active vs inactive clients.


Additional Fields

  • Interview: Not commonly used

  • Review: Not commonly used

  • Leaderboard: If a client doesn’t want to appear on leaderboards, uncheck this box.


Adding Trainerize Clients

You can manually add clients to your account.

How to add a client:

  1. Click the Add Client button (top right).

  2. Fill in details.

  3. Assign a trainer.

  4. Add tags.


Using Filters

Filters help you find client groups quickly.

How to use filters:

  1. Click Filters.

  2. Select the field to filter by.

  3. Choose filter criteria (e.g., “Expires within 30 days”).

  4. View filtered results.

You can then create Smart Views from filters for easy access later.


Table Display Options

Field Pills: Can be hidden, reordered, or customized.
Sorting: Click any column header to sort (ascending or descending).
Density: Choose Compact, Medium, or Comfortable view.


Key Takeaways

  1. The Trainerize Clients table is fully customizable with the exception of you can't have your own custom columns yet.

  2. Threads show all client conversations.

  3. Expiry dates help track membership duration.

  4. Program start date ≠ Client created date.

  5. Units can be personalized per client.

  6. Active status affects billing.

  7. Filters + Smart Views save time.

  8. Tags and programs organize clients efficiently.

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