The Client Compliance Tracker is your command center for instantly spotting which clients are doing well… and which ones need help. Open it here: Compliance Tracker
It visually tracks progress using a traffic light system:
🟢 Green = On Track
🟡 Yellow = Needs Attention
🔴 Red = Off Track
⚪ Grey = No Data
Core Metrics
Each week (or day), we automatically assess your clients' data from Trainerize across the following key areas:
Weight
Nutrition
Workouts
Steps
Habits
Learn more: How Compliance Is Calculated
Weekly vs. Daily View
You can switch between:
Weekly view: For big-picture progress and weekly check-ins.
Daily view: For more detailed, day-by-day tracking.
This allows you to tailor your coaching style to how closely you want to monitor client activity.
Learn more: How to View and Compare Past Weeks
Advanced Metrics (Optional)
If you want more detailed data at scale, you can enable Advanced Metrics, which shows:
Actual weight
Calories eaten vs. goal
Protein / Carbs / Fat eaten vs. goal
Steps
Calories burned
Perfect for nutrition-focused programs or detailed compliance analysis.
Learn more: How to Use Advanced Metrics
Extended Columns
Go beyond the basics with additional data columns you can toggle on:
Weight Lost — See the total weight each client has lost since they started.
Body Mass Change % — Track the percentage of body mass a client has gained or lost.
Body Fat Change % — Monitor how body fat percentage has shifted over time.
Plateau Indicator — Spot clients whose weight has stalled so you can adjust their plan.
Learn more: Body Composition Columns · Weight Lost Column
Progress Photos
View client progress photos directly inside the tracker. No need to open each client individually — you can quickly scroll through transformation photos right from the compliance view.
Learn more: Progress Photos in the Compliance Tracker
Form Tracking
Track whether clients have completed their assigned forms and flag late submissions. This is separate from viewing form answers — it gives you a quick compliance status for form completion across all clients.
Built-In Forms
Want to track things like mood, energy, or sleep quality? Our Forms feature lets you view answers directly within the tracker — no more chasing spreadsheets or third-party tools.
Learn more: Showing Form Responses in the Tracker
Notes and Statuses
Add context to your compliance data with weekly notes and status tags. Notes sync with AI check-ins, and statuses like Vacation, Sick, or Injury help explain dips in performance. You can also create custom statuses and keep them persisting across weeks.
Learn more: Using Notes and Updating Statuses
Custom Fields
Add 40+ client metadata columns to your tracker view. These include things like:
Days in Program
Last Message date
Language, phone, activity level, and more
Contact info, start date, and more
Pick and choose which fields to display so your tracker shows exactly the data you care about.
Learn more: Custom Fields and Client Metadata Columns
Custom Statuses
Go beyond the default Active/Inactive statuses. Create your own custom status tags with emoji to categorize clients however you like — for example, "🔥 Competition Prep" or "🏖️ Maintenance Phase". Assign them to clients and filter by them in the tracker.
Learn more: Custom Statuses: Create Your Own Status Tags
Powerful Filtering
You can slice the data however you want:
Smart Views — Saved filter presets you've created on the Clients page (e.g. by group, tag, or status).
Trainer — Filter by which coach is assigned.
Status — Filter by Active, Inactive, or any custom status you've created.
Search — Find clients by name or email.
Weight Lost — Filter clients by a specific weight lost range.
Learn more: Filtering Clients in the Compliance Tracker
With just one glance, the Compliance Tracker shows you who needs help, who's crushing it, and how to take action — fast.