Follow Up lets you flag client conversations you need to come back to later — like a bookmark for your messages. Mark a conversation now, find it easily when you are ready.
How to Mark a Client for Follow Up
From the Client Menu
Go to Trainerize Messages
Hover over any client in the sidebar
Click the three dots menu (⋯) that appears
Select Follow Up
An orange flag will appear next to the client name to confirm it has been marked.
Bulk Select Multiple Clients
Click the checkbox next to multiple clients to select them
In the blue toolbar that appears, click the three dots menu (⋯)
Select Follow Up to mark all selected clients at once
Finding Your Follow Up Conversations
At the top of the Messages sidebar, you will see two toggle bars:
Waiting for Reply — clients waiting for a coach reply
Follow Up — clients you have flagged for follow up
Toggle Follow Up on to filter your sidebar and see only the conversations you have marked. The badge shows how many follow up conversations you currently have.
Removing a Follow Up
When you are done with a follow up, remove it the same way you added it:
Single client: Click the three dots menu (⋯) on the client and select Remove Follow Up
Bulk remove: Toggle the Follow Up filter on, select the clients, then use the bulk menu to select Remove Follow Up
Important Notes
A client can be both waiting for a reply and marked for follow up — these are separate filters
Your filter preference is saved automatically — leave the page and come back, your last filter will still be active
Follow up flags are shared across your team — if you mark a client, other coaches will see the flag too