The Documents tab on the client dashboard lets you upload, organize, and manage files for each client — contracts, medical forms, meal plans, progress reports, and any other documents.
Important: Documents are coach-only — clients cannot see or access them. This is your private filing system for each client.
Where to Find It
Go to Trainerize Clients and open a client
Click the Documents tab in the left sidebar
Uploading Documents
Click the Upload button (top right)
Drag and drop files or click to browse
If folders or tags exist, you can choose a destination folder and apply tags before uploading
Supported file types:
Images: JPG, PNG, GIF
Documents: PDF, DOC, DOCX, TXT, XLS, XLSX
Limits: 10MB per file, up to 10 files per upload.
Organizing with Folders
The left sidebar shows a folder tree. You can:
Create folders — click the folder+ icon
Create sub-folders — nested folder hierarchy
Drag and drop documents from the list onto a folder to move them
Rename and delete folders
Click All Documents to see everything regardless of folder.
Tagging Documents
Click the Tags button in the header to manage tags. Tags are color-coded and business-wide (shared across all clients).
Use tags for things like: "Contract", "Medical", "Meal Plan", "Assessment", etc.
Filter the document list by tag using the tag dropdown above the table.
Searching and Filtering
Search — search by filename, title, or description
Type filter — show only PDFs, Images, Documents, or Forms
Tag filter — show only documents with a specific tag
Sort — click column headers to sort by name, type, size, or date
Managing Documents
Click the three-dot menu on any document for:
Preview — view the document in a modal
Edit — change the title, description, and internal notes
Download — save to your computer
Delete — permanently remove (confirmation required)
Bulk Actions
Select multiple documents using checkboxes, then:
Download all selected
Delete all selected (confirmation required)