Instead of generating reports manually each week, you can schedule them to send automatically. FitMetrics generates the report and delivers it via Trainerize message — completely hands-off.
How to Set Up a Schedule
Go to AI Reports
Click the Client Reports tab
Select a client from the list
In the client detail panel (right side), find the Scheduled Reports section
Toggle it ON
Configure the schedule:
Setting | Options |
Frequency | Weekly, Bi-Weekly, or Monthly |
Day | Day of week (Mon–Sun) for weekly/bi-weekly, or day of month (1–31) for monthly |
Time | Based on your business timezone (e.g., 09:00 AM) |
Report Period | This Week, Last Week, This Month, Last Month |
Send As | Assigned Coach (default) or a specific trainer |
The schedule saves automatically — no save button needed.
What Happens Automatically
On the scheduled day and time:
FitMetrics generates the report with the client's latest data
The report is sent to the client via Trainerize message with a shareable link
The message uses your configured report message template (customizable in Report Settings)
The delivery is logged in Report History
Message Translation
If a client has a preferred language set in their profile, the Trainerize delivery message accompanying the report is automatically translated into that language. If no client-level language is set, it uses your business-level AI language preference (defaults to English).
Unit System
Scheduled reports respect the unit system preference. If a client has a per-client unit preference set (metric or imperial), their reports use that. Otherwise, your business default unit system is used.
Recommended Setups
Weekly Monday Review
Frequency: Weekly
Day: Monday
Time: 9:00 AM
Period: Last Week
Client gets a full review of the previous week every Monday morning.
Monthly Progress Report
Frequency: Monthly
Day: 1st
Time: 10:00 AM
Period: Last Month
Client gets a comprehensive monthly summary on the 1st of each month.
Monitoring Scheduled Reports
Check the Report History tab to see:
When each scheduled report was sent
Whether it succeeded or failed
The date range covered
The client detail panel also shows "Last scheduled report: X time ago" so you can quickly see if it's running.
Requirements
Plan: Starter or Business package
Client must have a Trainerize message thread — if they don't, the schedule toggle is disabled with a warning explaining why