The Calls tab on the client dashboard shows all Zoom and Fathom call recordings assigned to that client, with AI-generated coaching scores and action items.
Where to Find It
Go to Trainerize Clients and open a client
Click the Calls tab in the left sidebar
The tab has 2 sub-views: Calls and Action Items.
Calls List
Shows all call recordings assigned to this client, sorted by most recent first. Each call shows:
Column | What It Shows |
Meeting Topic | Call title with a category indicator (Coaching, Sales, Team) |
Date & Time | When the call happened |
Duration | Call length (e.g., "45m" or "1h 30m") |
Category | Coaching Call (blue), Sales Call (green), Team Call (purple) |
AI Score | Overall coaching score out of 10. Hover to see sub-scores: Communication, Empathy, Goal Setting, Motivation |
Status | Completed (green), Processing (yellow), Pending (gray), Error (red) |
Actions
View Details — opens the full call page with transcript, AI analysis, and summary
Open Recording — opens the original recording in Fathom or Zoom (new tab)
Unassign — removes the call from this client (the call still exists in AI Call Analyst and can be reassigned)
Click anywhere on a call row to open the full detail page.
Stats Summary
Below the table, 4 summary cards show: Total Calls, Total Duration, Average AI Score, and Coaching Calls count.
Action Items
Click the Action Items sub-tab to see all AI-extracted tasks from the client's calls.
Each action item shows:
Task description — what needs to be done
Assignee — who is responsible
Due date
Priority — High (red), Medium (yellow), Low (green)
Source call — which call this came from
Click any action item to open the source call's detail page.
How Calls Get Assigned to Clients
Calls are assigned via the AI Call Analyst page. When you connect Zoom or Fathom and record a call, the AI can automatically detect which client was on the call, or you can manually assign it.
Supported Integrations
Zoom — requires Zoom Pro with cloud recording enabled (Settings → Integrations → Zoom)
Fathom — connect via Settings → Integrations → Fathom