The trainee card is the panel that opens beside the list when you select a trainee. It has a header that stays in place and a row of tabs.

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The header

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Trainee details

The details list shows the Phone, Email, ID number, Age, Current weight, Goal, Start date, Last check-in, Status and Tags. An empty value shows as a dash.

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Edit trainee details

Press Edit to change:
  • First name and Last name
  • Phone number and Email
  • Gender and Date of birth
  • Height (cm) and Weight (kg)
  • Goal
Press Save changes.
Changing the phone number changes the number the trainee signs in with.

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The tabs

The tabs appear in this order.
The overview of the trainee. It opens first.
  • Last app entry, with iOS or Android when known. It updates automatically.
  • Workout streak, counted in weeks in a row.
  • Current weight, from the latest measurement.
  • Subscription remaining, in days, with the end date.
  • Join date.
  • App activity · 14 days. One mark per day with three levels: logged a workout or meal, opened the app only, or no activity. A line sums it up, such as “9 of 14 days active”.
  • Open tasks. Each task has a button that fits it, such as Watch & reply, Answer form, Renew plan or Send message, and a Mark as handled button. All tasks opens the work board.
  • Latest activity, with View all leading to the Activity tab.
The summary also holds the tracking cards: Nutrition logging, Workouts & steps and Weight & circumferences. Press one to open its detailed view, and Back to overview to return. Each view has a Time range of 7 days, 30 days or 3 months. In the weight view you can Add weigh-in, Add measurement and Set goal.For a trainee on a file plan, the tracking view notes that this data is not collected.
Everything about the trainee’s forms.
  • Forms settings: the Onboarding form, the Recurring update form and its Frequency.
  • Next check-in date. Move it to another day and choose whether the change applies to Only the next form or All following forms.
  • Send a One-Time form. Choose the form, send it Immediately or at a Date and time, and write the message shown to the trainee.
  • Forms that are Scheduled can be cancelled. Forms Awaiting reply can be taken back with Unsend.
  • Form history, with each completed form and a View button.
An inactive form cannot be sent. Turn it on in Forms first.
The trainee’s Active plans and Plan history, for training and for nutrition.
  • Add training plan and Add nutrition plan open a picker. Assign a plan template, copy a plan from another trainee, copy an existing plan, or create a new one.
  • The Active in app column controls which plans the trainee sees.
  • End plan moves a plan to the history. Re-add brings one back.
  • Food preferences records what the trainee does not eat.
The subscription that is running, the ones queued after it, and the buttons to add, freeze, reactivate and cancel. See Subscriptions.
Future meetings and Past meetings with this trainee. Press Create meeting, then set the Meeting description, Date and time and Duration in minutes. A future meeting can be changed with Reschedule or removed with Cancel.This tab is shown only when Calendar & meetings is on in the studio settings.
The full timeline of what the trainee and the team did. See The activity tab.
The WhatsApp conversation with the trainee, inside the card. It works when the studio is connected to SmartSend.

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Previewing the trainee app

The trainee card does not currently include a tab that shows the app as this trainee sees it. To see how your studio looks in the app, use the Client app preview on the Branding page. To see how a subscription plan looks, use the App preview in the plan dialog on Subscription plans.

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If the card does not load

The card shows “Could not load the trainee details.” with a Try again button. Press it. The list stays usable in the meantime.