Managing hundreds of conversations can get messy — but with FitMetrics, finding the right chat takes seconds.
Here’s how to filter and search like a pro:
🧠 Use Smart Views (Top Left of Messages Tab)
Smart Views let you pre-filter your conversations based on specific client criteria.
For example, you can instantly view:
Clients with expiring memberships
At-risk clients
Clients under a specific trainer
Any custom group you’ve set up
To use it:
Click the dropdown menu at the top left of the Messages page
Select a Smart View
The message list will automatically update to show only clients in that view
You can also use the Trainer filter to see only the clients managed by a specific coach.
🔎 Use the Client Name Search
At the top of the message list, there’s a search bar.
Type any client’s first or last name, and we’ll instantly pull up their conversation.
Great for quick access when a client messages you directly.
🧠 Pro Tip: Use SearchAI Message Search with Command+K
Need to find a message but can’t remember who sent it?
Hit Command + K (or Ctrl + K on Windows) to open the Search AI feature.
Here’s what it can do:
Search by keywords inside messages (not just names)
Find conversations that mention a phrase, problem, or term
Works across all clients and all message threads
Example:
Type “ham/smoked meat” and FitMetrics will find any message where that was mentioned — even across different clients.
Between Smart Views, name search, and AI-powered message search, you’ll never lose a conversation again — no matter how big your client list gets.