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How to Set Up Shadow Coaching (VA Managing Clients on Your Behalf)

Best practices for having a virtual assistant or shadow coach manage your clients without them knowing — separate accounts, profile setup, and tracking.

Written by Xenios Charalambous
Updated yesterday

Shadow coaching is when a virtual assistant (VA) or another coach manages your clients on your behalf — without the clients knowing it's a different person. Here's how we recommend setting it up properly in FitMetrics.


Why You Should NOT Share Your Login

We strongly recommend never sharing your FitMetrics username and password with a VA or shadow coach. Here's why:

  • No accountability — you can't track what the VA did vs what you did

  • Security risk — shared passwords can be leaked or misused

  • No separate access control — you can't limit what they see or do

  • Breaks Team Performance tracking — all activity shows under one account

Instead, give your VA their own accounts in both Trainerize and FitMetrics.


The Recommended Setup

Step 1: Create a Trainer in Trainerize for the VA

  1. Open Trainerize

  2. Go to Settings → Team Members

  3. Add a new trainer with:

    • Name: Use a name very similar to yours (e.g., if you're "John Smith", name them "John S." or "Coach John")

    • Profile picture: Use the same profile picture as you

    • Email: The VA's own email address

This way, when the VA sends messages to clients, the messages appear to come from "you" — same name, same photo. The client won't know the difference.


Step 2: Sync the New Trainer to FitMetrics

  1. Click Sync to pull in the new trainer

  2. Refresh the page — the new trainer should now appear


Step 3: Add the VA as a Team Member in FitMetrics

  1. Click Add Team Member

  2. Enter the VA's email, name, and set their role to Coach

  3. Link their Trainerize trainer — select the trainer account you just created in Step 1

  4. Send the invitation

The VA will receive an email invitation to create their own FitMetrics account.


Step 4: Assign Clients to the VA's Trainer Account

For any clients the VA will manage:

  1. Click the Trainer column for each client

  2. Select the VA's trainer from the dropdown

Now when the VA logs into FitMetrics, they'll only see the clients assigned to them.


What the Client Sees

From the client's perspective:

  • Messages come from a trainer with your name and photo

  • They have no idea someone else is managing their account

  • The coaching experience feels exactly the same


What You Get as the Owner

  • Full visibility — see everything the VA does via Team Performance

  • Message tracking — response times, client coverage, messaging consistency

  • Activity log — see exactly when and what the VA did

  • Separate access — the VA can only see their assigned clients (Coach role)

  • Revoke access anytime — remove the team member without affecting your account


Pro Tips

  • Train the VA on your coaching style — make sure the AI Assistant's training content, tone, and guidance reflect how you communicate so the VA (and AI) stay consistent

  • Use AI Draft — the VA can use AI Draft in the message composer to generate replies in your coaching tone, then review and send

  • Set up AI Check-Ins — automate the weekly feedback so the VA only needs to handle direct client questions

  • Review weekly — use Team Performance to review the VA's messaging stats and coach scores every week

  • Start small — assign a few clients first, monitor quality, then scale up


Summary

Step

Where

Create trainer for VA

Trainerize → Settings → Team Members

Sync trainer to FitMetrics

FitMetrics → Settings → Trainerize Integration → Sync

Add VA as team member

FitMetrics → Settings → Team Management

Link their Trainerize trainer

Team Management → Linked Trainer dropdown

Assign clients

Trainerize Clients → Trainer column

Monitor performance

Team Performance

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