The Personal tab
Who the client is, across seven sub-tabs: contact and app access, the four profiles that ground every plan you write, which coaches work with them, and the actions that re-run onboarding, issue a login code or delete the record.
Every other tab on a client record is about what the client is doing. Personal is about who they are, and it is the tab everything else quietly leans on. A plan written without the health profile is a plan written blind.
It carries seven sub-tabs. The first is their account, the middle four are the profiles, and the last two are about your team and about the record itself.
Contact, and the switch that turns their app on
Contact holds the name, the email, the phone number and their social handles, plus the profile picture, the account facts (client id, when the record was created, when it was last touched) and the phones the client has signed in on.
Two controls here are not like the others.
The client access switch is what decides whether this person can use your app at all. Turned off, the record stays exactly as it is and the client simply cannot get in. It is the humane version of deleting somebody: a client who stops, and might come back, keeps their history.
The email is locked until you click the padlock, and Protocol checks the new address is not already in use before it will save. That email is the name they sign in with, so changing it changes their login, and a typo locks them out of their own app. The padlock exists to make you mean it.
Contact is also the one sub-tab with a Save button. The four profiles save themselves as you type; Contact does not, because it holds the sign-in email and the access switch, and neither of those should follow a half-typed change. The button stays disabled until you actually change something, an Unsaved marker sits beside it while you have edits in hand, and the confirmation comes back as a message.
The four profiles
These four are what a plan is built from. None of them is required, and all of them make the next plan better.
- Fitness is their training history: experience level, sessions per week, how long a session runs, the equipment they have, which days they can train, their goals and the styles they like.
- Health is date of birth and gender, allergies, previous injuries, medical conditions with their medications, and any physical assessments you have done. This is the profile that changes what you are willing to program.
- Nutrition is how they eat: their diet, their goals, meal frequency, cuisines, food preferences and dietary restrictions, plus what has worked for them before and what gets in the way.
- Behavioral is why plans stick or do not: motivation, adherence, consistency, how they respond when a week goes wrong, and how they prefer to hear from you.
Health and nutrition information here is context for coaching. Protocol is a wellness product, so nothing you record is read as a diagnosis, and nothing on this screen tells you what a value means clinically. If something a client tells you sounds like it needs a doctor, it needs a doctor.
How the profiles save
All four save as you go, about half a second after you stop typing. There is no Save button. A small line under the heading says Saving, then Saved, and it says Unsaved while a change is still pending or Not saved if the write failed, so a value never sits on screen looking stored when it is not.
If you see Not saved, the value in front of you is real but the copy on the server is not. Change the field again to make it retry.
Assignments: who works with this client
On a team account, Assignments is the list of coaches who work with this person. Each row carries a coach, a start date, an optional end date, a status of Active, Inactive or Completed, and a note.
It is a record of the working relationship rather than a permission: a coach’s access comes from your team settings. What it gives you is the answer to “who has been coaching them, and since when”, which is the question that comes up the moment somebody hands a client over.
Actions: onboarding again, a login code, and deleting
Actions is the small set of things you do to the record rather than in it.
Re-onboarding runs the intake again and rewrites the fitness, health, nutrition and behavioural profiles from fresh answers. Send a form by email, or copy a link and send it however you like. The record is locked while it runs, so nobody edits a profile that is about to be overwritten.
Generate Auth Code issues a six-digit code the client can sign in with, valid for 48 hours. It is what you use when somebody cannot get into the app and you are on the phone with them.
Delete Client removes the person and everything attached to them, and it cannot be undone. If what you actually want is to stop somebody using the app, turn off client access on Contact instead. The full detail of all three, including what deleting takes with it, is in Login codes, app view, coach assignment and deleting a client.