Finding specific clients in the Compliance Tracker is fast and flexible. You’ve got several powerful ways to filter your list depending on what you want to see.
🔍 1. Smart Views
As always, Smart Views are your best friend. If you’ve already created views like:
“High Performers”
“At-Risk Clients”
“Membership Expiring Soon”
…you can apply them instantly in the Compliance Tracker to isolate the right group of people.
🧑🏫 2. By Trainer
Want to check how a specific coach’s clients are doing?
Use the Trainer Filter to only show clients managed by that team member.
🚦 3. By Status
You can also filter clients based on their status, such as:
🛫 Vacation
🤒 Sick
🩹 Injured
❌ About to Cancel
This makes it super easy to track groups of clients with special circumstances.
🔎 4. Search
Just looking for one specific person?
Use the Search Bar at the top to instantly pull up any client by name.
Pro Tip: Combine filters (e.g., Trainer + Status) to get even more specific insights.