Open Clients in the sidebar. The page shows two things side by side: the list of trainees and the card of the trainee you selected. You never leave the list to look at a trainee. On a narrow screen the card sits below the list.

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The layout

When the page opens, the first trainee in the list is selected. If the list is empty, the card side reads “Select a trainee to see their card”.

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What a trainee row shows

Each row has a checkbox, the trainee’s photo or initials, and these details:
  • Name and a small coloured dot for the status.
  • A line with the plan name, the last check-in date and the assigned coach or coaches. When there is no plan it reads “No plan assigned”.
  • Days left in the subscription, for example “12 days left”. After the end date it reads “Expired 4 days ago”.
  • Activity: Today, This week or None, based on the trainee’s last check-in.
A trainee whose subscription has not started yet shows a waiting label instead of days left, such as “Waiting for the first workout”. See Subscriptions.
Days left counts to the end of the last subscription in the queue, not only the one running today. A trainee with a renewal already lined up does not look like they are about to expire.

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Open a trainee

Click a row. The card on the other side changes to that trainee. The page address now includes the trainee, so you can copy it and send it to a colleague. Opening that link selects the same trainee, even if they are far down the list. Links from tasks, meetings and the dashboard open the board with the right trainee already selected.

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Scrolling and loading

The list loads 20 trainees at a time and loads the next 20 as you scroll down. The counts on the status chips always cover the whole studio, not only the rows that are loaded.

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Who you see

  • The owner and admins see every trainee.
  • A team member set to All trainees sees every trainee.
  • A team member set to Assigned trainees only sees only trainees they are assigned to. Other trainees do not appear in the list, in search or through a direct link.
See Team and roles.

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The board remembers your filters

When you change the status chip or the filters, Perform saves that choice for you. The next time you open Clients, the board comes back the way you left it. This is saved per person, so your colleagues keep their own view. A link that points at a specific trainee opens without your remembered filters, so the trainee is never hidden by them. To start clean, press Reset filters.

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What to do from here

Add a trainee

Create a trainee and send the invitation.

The trainee card

The header and every tab.

Search and filters

Narrow the list.

Bulk actions

Act on many trainees at once.