Inside the Client Compliance Tracker, context is everything. It's not just about green, yellow, and red — it's also about understanding why a client may be off track.
🟡 Update Statuses for Context That Matters
Every week in the Weekly View, you can update a client’s status with just one click.
This is useful for:
🏖️ Vacation
🤒 Sick
🦵 Injury
❌ Program Cancelation
⏳ Post-Holiday Reset
…and more
Why this matters:
These statuses show up on the progress chart, giving you full visibility into why numbers may have dropped — no guessing.
We're also working on a Period Tracker to help you track cycle-related performance fluctuations. 👀
🤖 AI-Integrated: Smarter Check-Ins
All status updates are automatically recognized by AI check-ins.
If someone is on vacation, AI won't nag them about missed workouts.
If someone is injured, it will adjust tone and suggestions accordingly.
If someone’s about to cancel, it’ll raise a red flag so you can intervene.
📝 Notes: Human Insights That Stay in Sync
Each week, you can also add client notes directly into the Compliance Tracker.
Notes are fully synced with the client’s messages
The AI assistant reads them and considers them in feedback
Notes provide additional context that isn’t visible via metrics alone
💡 Pro Tip: If you’re already using Notes in Trainerize Messages, they’ll sync here automatically.
Statuses and notes help you manage the “why” behind the data.
Update them daily — not just for tracking, but to supercharge the AI coaching experience and improve your client care.