Using FitMetrics (Main Feature Tutorials)
Step-by-step tutorials for every feature in the platform — from client management to AI tools and daily workflows.
By Xenios1 author275 articles
How to Change a Client's Assigned Trainer in FitMetrics
How to Add or Remove Trainerize Tags in FitMetrics
New Trainer Not Showing in FitMetrics? Here's How to Fix It
Reactivated Client Not Showing in FitMetrics? Here's How to Fix It
How to View and Track Workout Progression
How to Use the Unified Calendar View
How to View and Manage Client Documents
How to View Client Call History and Action Items
How to View a Client's Automation History
Understanding the Goals Tab: Nutrition, Habits, Body Composition & Scheduler
How to View Client Progress Photos and Compare Before & After
How to Update a Client's Compliance Status
How to Record Manual Payments for a Client
How to Use Client Notes and Record Voice Notes
How to View Client Messages and Conversation History
How to View and Manage Client Form Submissions
How to Use Bulk Actions in the Trainerize Clients Table
How to Edit Client Settings Inline (Language, Timezone, Units & More)
How to View Connected Apps for Your Clients
How to View Daily, Weekly, or Monthly Averages Instantly
How to Add KPIs to Your Trainerize Clients’ Data
How to Connect a WHOOP Band to FitMetrics
How to Change Calories and Macros in FitMetrics
How to Add Habits to Your Trainerize Clients
How to Add Goals That Appear in Client's Trainerize Account
How to View Metrics Within the Charts
How to Create Smart Views in FitMetrics
How to Track Which Week a Client Is In (Using Smart Views)
How to View a Client’s Detailed Meal Logs in FitMetrics
How to View Your Clients’ Workout Comments in FitMetrics
Trainerize Clients Table: Complete Column Guide
Customize Client Panel: How to Show More Info on the Client Header
How to Delete a Smart View
How to Bulk Add Starting Weight & Starting Body Fat
How to Connect an Oura Ring to FitMetrics
Troubleshooting: Client Not Showing in FitMetrics After Adding to Trainerize
Troubleshooting: Trainerize Data Not Syncing to FitMetrics
Client Accomplishments — PRs, Milestones, and Streaks
How to Send Video Messages in Trainerize
How to Use Reactions in Trainerize Messages
Water Tracker — View Water Intake Data in FitMetrics
How to Schedule and Repeat Messages in FitMetrics
How to Use the Conversation Dock
How to Use Internal Coach Notes in Messages
How to View Workout Comments in Messages
How to Use Bulk Actions in Trainerize Messages
How to Send and Receive Voice Messages
How to Use AI Message Drafting
How to Use Follow Up and Pin in Trainerize Messages
How to Use Message Templates & Quick Replies
How to Export Conversation History as CSV
How to Use AI Text Tools to Rewrite Messages
How to Use the Conversation Dock (Pop-Out Chat)
How to Transcribe Client Voice Messages with AI
How to Use Quick Responses (Message Templates)
How to Schedule Messages in FitMetrics (Per-Client & Broadcast)
Mastering Your Inbox with Trainerize Messages
How to Filter and Search Conversations in Trainerize Messages
How to Assign and Manage Threads
Sending Messages via Trainerize
Activity Indicators and Timers – Never Miss a Client Message Again
How to Export Trainerize Message History from FitMetrics
Why “Waiting for a Reply” Doesn’t Disappear in Trainerize Messages
How to Use AI Form Analysis on Client Workout Videos
AI Draft: Smart Message Replies in Trainerize
How to Send Voice Notes in FitMetrics (and Fix Common Issues)
Trainerize Authentication for Team Members: Sending Attachments & Voice Messages
How to Send Broadcast Messages in FitMetrics
Follow Up: How to Track Conversations You Need to Come Back To
Progress Photos in the Compliance Tracker
Custom Statuses: Create Your Own Status Tags
Custom Fields: Add Extra Client Info to the Tracker
Form Tracking: Monitor Completion and Late Submissions
Body Composition: Weight %, Body Fat %, and Plateau Indicator
What Is the Client Compliance Tracker?
How Compliance Is Calculated
Using Notes and Updating Statuses
How to View and Compare Past Weeks
Filtering Clients in the Compliance Tracker
Showing Form Responses in the Tracker
How to Use Advanced Metrics
Best Practices for Coaching with the Client Compliance Tracker
Weight Lost Column: How It Works in the Compliance Tracker
Troubleshooting: Compliance Tracker Showing Wrong Data or "No Data"
Leaderboard Scoring Modes & Filters
Leaderboard Achievements & Streaks
What Is the Leaderboard?
How to Set Up Leaderboard Scoring & Points
How to Share the Leaderboard with Clients
Leaderboard Privacy & Visibility Settings
Leaderboard Competition Ideas & Use Cases
Posting Leaderboard Results to Trainerize Groups
How to Use the Activity Log to Monitor Team Activity
How to Control Coach Access and Exclude Data from Team Performance
Client Outcomes on Team Performance
What Is the Team Performance Feature and How It Works
How Coach Scores Are Calculated in Team Performance
How to Use Messaging Analytics to Track Coach Communication
Troubleshooting: Automation Not Triggering After Form Submission
How to Organize Automations with Folders
Automation Triggers — Client Reactivated and Client Deactivated
Automations: Complete Feature Guide
How to Create an Automation in FitMetrics
Automation Use Cases: Real-World Examples & Ideas
Automation Execution History: Monitoring & Troubleshooting Guide
How to Assign a Trainerize Program Using AI Forms & Automations
How to Automatically Add Trainerize Clients to the Blood Test Portal (and Courses)
AI Meal Analysis — Per-Ingredient Logging Mode (Beta)
How to Enable Voice Replies in the AI Assistant
How to Use the /help Command for Restaurant Menu Analysis
How to Set Up Deferral Webhooks for External Notifications
How AI Macros Automatically Adjust Your Clients' Nutrition
How to Manage AI Settings Per Client (Client Configuration)
What is the AI Assistant?
How to Enable the AI Assistant for Your Clients
How to Customize Your AI Assistant to Speak Exactly Like You
Training the AI Assistant with Your Own Knowledge Base
What Topics the AI Assistant Can and Can’t Answer
How To Support Your Clients on Weekends, Holidays, and After-Hours Using The AI Assistant
How to Adjust the Response Speed of the AI Assistant
How to Enable the AI Assistant to Reply to Coaches (Not Just Clients)
How to Make the AI Assistant Respond Smarter (Change the AI Model)
How the AI Assistant Learns On Its Own (Self-Training)
How to Track AI Assistant Performance (Analytics Overview)
Best Practices for Trigger Phrases
Real-World Use Cases
What Is the AI Meal Analysis?
How to Set Up and Configure AI Meal Analysis (Coach Guide)
How to Enable or Disable AI Meal Analysis for Specific Clients
How to Track AI Meal Analysis Usage and Client Analytics
How to Use the AI Meal Analysis as a Client
How to Automatically Delete AI Meal Analysis (/mealhelp) Messages
🧠 5 Tips for Better AI Meal Scans
How to Shorten or Disable AI Meal Analysis Feedback
Why does AI Meal Analysis say “I analyzed your meal but couldn’t add it to your fitness account”?
What Are AI Check-Ins?
AI Check-Ins vs AI Forms — What's the Difference?
How to Create Your First AI Check-In Template
How to Use Smart Placeholders in AI Check-Ins
The 4-Day Weekly Check-In Strategy
How to Test Your AI Check-In Templates Before Sending
How to Assign Templates to Clients
How to Broadcast AI Check-In Messages
AI Check-In Message Sender Settings
AI Check-Ins: Complete Guide to All Placeholders
How Data Timeframes Work in AI Check-Ins
Troubleshooting: AI Check-Ins Not Sending or Showing Wrong Data
How to Improve AI Check-In Feedback Accuracy
How to Organize AI Forms with Folders
How to Export, Share, and Download Form Submissions (CSV & PDF)
How to Use Form Submission Analytics
How to Use AI Feedback on Form Submissions (Generate, Edit, Schedule & Send)
Complete Guide to Managing AI Form Submissions
How to Restrict Form Availability with Scheduling (Availability Schedule)
How to Redirect Clients After Form Submission (Including Conditional Redirects)
How to Set Up Form Submission Notifications (Simple, AI-Powered & Custom)
How to Use Conditional Visibility in AI Forms (Show/Hide Elements)
Outdated & Expired Form Links: How They Work & How Clients Can Resubmit
What Are AI Forms?
How to Create a New Form
How to Share AI Forms Through AI Check-Ins
How to View AI Form Responses
Best Practices for Using AI Forms in FitMetrics
How to Create an Agreement or Contract using AI Forms
How to Send Reminders to Clients Who Didn’t Complete Their Check-In Form
Why AI Form Check-Ins Are Grouped by Week (Even When Clients Submit Late)
AI Forms: Automatic Field Mapping Guide
AI Forms: Complete Elements Guide
AI Forms: Settings & Configuration Guide
AI Forms Webhooks: Step-by-Step Tutorial
How to Migrate Google Forms or Typeform Into AI Forms (FitMetrics)
Automated AI Form Submission Feedback with AI (Advanced)
Check-In Link Shows Previously Filled Form
AI Workout Builder Settings
Adding Coaching Cues and Notes to AI Workouts
Client Workout Assessment Form (Public Form)
What Is the AI Workout Builder in FitMetrics?
How to Use the AI Workout Builder (Step-by-Step)
Best Practices for AI Workout Creation
Why AI Workouts Can Only Be Scheduled in the Future (Program Overlap Issue)
Why “My Custom Exercises” Shows 0 in the AI Workout Builder (How to Enable Custom Exercises)
Removing Unwanted Custom Exercises From the AI Workout Builder
Troubleshooting: AI Workout Builder Not Generating Complete Plans
How to Set Up SMTP with Resend for FitMetrics
How to Add a Client to the Blood Test Portal (from the Client Dashboard)
How to Customize Your Blood Test Portal Dashboard
How to Control What Clients See in the Portal (Feature Visibility)
How to Add Custom Links to Your Portal Sidebar
How to Set Up the Client Creation Webhook (Zapier, Make.com & More)
How to Customize Portal Email Templates
How to Set Up SEO for Your Client Portal (Page Title, Description & Favicon)
How to Add a Custom Domain to FitMetrics
Blood Test Providers & How FitMetrics Works With Them
How to Sell Blood Tests Successfully Using FitMetrics
How to Set Up SMTP with Google Workspace (G Suite)
Troubleshooting: Blood Test Portal — Client Can't See Results
Understanding Your FitMetrics Billing: FAQ and Common Payment Issues
How to Connect AI Tools to FitMetrics via MCP (Claude, ChatGPT, OpenClaw & More)
Affiliate & Referral Program: Earn 20% Commission
Which Trainerize Client Roles Are Supported in FitMetrics
MCP Prompt Playbook: 40+ Use Cases for Coaches (Daily Macros, Notes, Bulk Actions)
Advanced: Claude Code + FitMetrics MCP — Skills & /loop for Autonomous Coaching
Where to Find the Latest FitMetrics Updates
FitMetrics Packages: Complete Comparison Guide
Understanding Your FitMetrics Billing: Client-Based & Prorated Charges Explained
Program Duration & Expiry Date Not Updating
Why Do I Need to Verify My Trainerize Account?
How to Set Up Shadow Coaching (VA Managing Clients on Your Behalf)
How to Run a Hybrid Coaching Business (High-Touch + Automated Tiers)
How to Build a Client Retention System That Catches At-Risk Clients Early
How to Track and Optimize Your Coaching Team's Performance
How to Set Up Automated Nutrition Coaching with AI Macros and Meal Analysis
How to Use Smart Views to Automatically Segment and Act on Client Data
How to Build an Automated Client Onboarding Pipeline with Stages & Automations
How to Build a Fully Automated Low-Ticket Coaching System with FitMetrics
What Is the Payments Tracker and How It Works
How to Link Unmatched Payments to Clients in the Payments Tracker
Understanding Your Payment Metrics (MRR, Revenue, Active & Canceled)
How to Give Coaches Access to the Payments Tracker
How to Connect Stripe with FitMetrics
How to Connect Whop with FitMetrics