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 author276 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