Skip to main content

Trainerize Clients Table: Complete Column Guide

Complete overview of all Trainerize Clients table columns.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over 2 weeks ago

The Trainerize Clients table is your central command center for managing all clients synced from Trainerize. It's a fully customizable spreadsheet that lets you view, filter, and organize all client data.


🎨 Customizing Your Table

Show / Hide Columns

  1. Click Fields (top right)

  2. Check/uncheck to show or hide

  3. Drag to reorder

  4. Changes save automatically

Smart Views

  1. Open Smart Views dropdown

  2. Apply filters + set columns

  3. Click Save View

  4. Name it

  5. Switch between views anytime


📋 Complete List of Columns

CATEGORY: Basic Info

👤 Name

  • Full name + avatar

  • Click to open full dashboard

  • Coach notes icon if notes exist

  • Always visible

  • Sortable / Filterable

  • Synced from Trainerize

First Name / Last Name

  • Split name fields

  • Sortable / Filterable

  • Hidden by default

  • Synced

📏 Units

  • Default / Imperial / Metric

  • Editable

  • Sortable / Filterable

👨‍🏫 Trainer

  • Assigned trainer

  • Sortable / Filterable

  • Synced


CATEGORY: Contact Info

📧 Email

  • Sortable / Filterable

  • Synced

📱 Phone

  • Sortable / Filterable

  • Synced

📍 Location

  • Sortable / Filterable

  • Synced


CATEGORY: Status & Stage

🏷️ TZ Status

  • Active / Inactive

  • Filterable

  • Synced

🎯 Stage

  • Your custom coaching stages

  • Editable

  • Sortable / Filterable

  • Color-coded


CATEGORY: System

🔢 Trainerize ID

  • Filterable

  • Synced

Role

  • 1-Way / 2-Way / Client

  • Filterable

  • Synced

Type

  • Filterable

  • Synced

Trainer ID

  • Filterable

  • Synced


CATEGORY: Messaging

💬 Telegram Group ID

  • Editable

  • Filterable

🔗 Threads

  • Number of Trainerize threads

  • Click to choose primary

  • Sortable / Filterable

📢 Preferred Messaging

  • None / Telegram / Trainerize / Both

  • Editable

  • Sortable / Filterable

  • Controls where AI & automations send

💬 Last Message

  • Timestamp of last inbound message

  • Sortable / Filterable


CATEGORY: Demographics

⚧️ Gender

  • Sortable / Filterable

  • Synced

🎂 Birth Date

  • Sortable / Filterable

  • Synced


CATEGORY: Goals & Stats

📏 Height

  • Imperial/metric

  • Sortable / Filterable

  • Synced

🏃 Activity Level

  • Sortable / Filterable

  • Synced

🎯 Goal

  • Editable

  • Sortable / Filterable

  • Icon list

⚖️ Goal Weight

  • Editable

  • Sortable

Body Fat % Goal

  • Editable

  • Sortable

Starting Weight

  • Editable

  • Sortable

Starting Body Fat %

  • Editable

  • Sortable


CATEGORY: Program & Dates

📅 Expiry Date

  • Editable

  • Sortable / Filterable

  • Crucial for renewals and Smart Views

🚀 Program Start

  • Editable

  • Sortable / Filterable

📊 Programs

  • Multi-select

  • Editable

  • Sortable / Filterable

  • Useful for tiers (1:1, Group) or check-in days (Mon/Tue/Wed)

⏱️ Program Length

  • Auto-calculated

  • Sortable / Filterable

⏳ Remaining Days

  • Auto-calculated

  • Colored badges

  • Sortable / Filterable

📆 Days in Program

  • Auto-calculated

  • Sortable / Filterable

  • Great for weekly Smart Views (Week 1, 2, 3…)


CATEGORY: Dates & Activity

📅 Created

  • Sortable / Filterable

  • Synced

🔐 Last Login

  • Sortable / Filterable

  • Synced

  • Shows “Never” if no login

🔄 Last Sync

  • Sortable / Filterable


CATEGORY: Access & Features

Each is a Yes/No toggle:

  • Community

  • Testimonial

  • Broadcast

  • 1:1 Calls

  • Group Calls

  • Interview

  • Review

  • Leaderboard


CATEGORY: Integrations

🔴 WHOOP Connected

  • Yes/No

  • Filterable

🔗 Connected Apps

  • Fitbit, MFP, Withings, Apple Health

  • Badge list

  • Filterable


CATEGORY: Organization

🏷️ Tags

  • Editable

  • Filterable

  • Color-coded


⭐ Best Practices (Highly Recommended)

Tags — Best Practices

  • Segment coaching types (Weight Loss, Competition, High Risk)

  • Mark behavior patterns (Slow Replies, Weekend Issues, WHOOP User)

  • Automate workflows via Smart Views

  • Identify at-risk clients

Tags sync from Trainerize → FitMetrics only.


Programs — Best Practices

Programs are extremely flexible. Use them for:

1️⃣ Coaching Tiers

  • 1:1 Coaching

  • Group Coaching

  • VIP Program

  • Maintenance Program

2️⃣ Check-In Days

Create programs named:

  • Monday

  • Tuesday

  • Wednesday

Then create Smart Views for daily check-ins.

3️⃣ Automation Routing

Trigger different workflows based on program type.


Expiry Date — Best Practices

If you sell high-ticket 12-week, 6-month, or fixed-duration coaching:

Always set Expiry Date.

This enables:

  • “Expiring Soon” Smart Views

  • Renewal reminders

  • Churn prevention

  • Contract management

Example Smart View:
Remaining Days ≤ 14 → renewal outreach


❓ Common Questions

Can I export the table?

No — exporting is not supported.

Can I create custom columns?

No — not currently possible.

Why do some fields show "-"?

Trainerize did not provide the data.

Why does a client have multiple message threads?

Each Trainerize trainer creates a separate thread.

Did this answer your question?