Clients
Your roster and each client's record: profiles, tracking, history, plans, per-client billing, and the queue of what everybody still owes you.
The Clients area is where you manage the people you coach. It opens on your dashboard, a grid of cards summarising the roster, and arranging it is how you decide what those cards show. Beside it, the client list is your roster; each client record is the hub for one person, with seven tabs across the top.
Start with Adding a client, which is a short form with two switches that decide whether the person hears from you at all. Then Client profiles for what each of those tabs holds and how the profiles save, Onboarding a client for the four ways to fill them in, and Client labels for tagging your roster in your own words and filtering by those tags.
Two tabs are big enough to have their own guides. The Tracking tab is the ten panels of everything a client has recorded over time, and The History tab is one timeline of everything that has happened to them, emails included.
Not everybody on the roster is a client. Leads and low-ticket members explains the three tiers: what each one can use, which of them count toward your plan, and how to move somebody between them.
When the roster gets long, Finding a client covers the Segments column down the left of the list: who is paying, who has gone quiet, whose access runs out this week, who has no plan. It also covers sorting, selecting several clients at once, and where the CSV export lives.
Once clients are on the roster, Client to-dos is the one queue of everything they still owe you: forms nobody filled in and check-ins nobody submitted, across your whole roster rather than one record at a time. Form reminders and the check-in worklist is how those obligations get created in the first place.
Day to day, Plan statuses, and what your client sees explains what Pending, Active, Paused and Expired mean to the person following the plan, and Login codes, app view, coach assignment and deleting a client covers getting somebody back into the app, looking at what they see, and the destructive actions.
Most tracking panels have a guide of their own. The Tracking overview is the panel you land on, its tiles and its cards. The Check-ins panel is the entry log and its filters. Nutrition tracking covers adherence against the plan and the day-by-day logs. The Form submissions panel is everything one client has sent back. Habits covers streaks and fixing a day after the fact. On clients with the Longevity add-on, Reading lab results and Genomic traits explain how a value appears on the record and why Protocol shows you where it sits without telling you what it means.
Your dashboard
The Overview tab: the counts across the top and where each one takes you, the eight cards you can choose between, and the difference between a client who has gone quiet and one who is waiting on you.
Arranging your dashboard
Configure: choosing the grid, adding and removing widgets, making a card two rows tall or two columns wide, putting the same card on the screen twice with different filters, what happens when you shrink the grid, and how your layout follows you between devices. The same controls arrange a client record and the tracking screens.
Client profiles
The client record: the header and its stage, label and app-view controls, each of the ten Overview cards and what it can do, arranging them into a grid of your own, the seven tabs, and what the Personal profiles capture.
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.
The History tab
The client's history, one line for every change and who made it, plus past plans, the check-in archive, the training log, form submissions, and what happened to every email you sent them.
The Tracking tab
The rail down the left of a client's Tracking tab, what each of the nine panels holds, why the Clinical group is missing on some clients, how Overview, Habits and Nutrition are grids you arrange, and the difference between Configure and Tracking settings.
The Tracking overview
The first panel on a client's Tracking tab: the tile strip, the progress photos, the measurements grid, the latest notes, where entries came from, and how to add a note without the whole entry form.
The Check-ins panel
The entry log on a client's Tracking tab: the columns, the All, Reviewed and Flagged filters, narrowing by what an entry has or where it came from, and reading an entry in the pane beside the list.
Adding a client
How to add a client, and what they get when you do: what the Add client form requires, the two switches that decide what is sent, and why adding from the Leads list creates a lead rather than a client.
Finding a client
The Segments column down the left of your roster: who is paying, who has gone quiet, whose access is about to run out, who has no plan. Plus sorting, selecting several clients at once, and how to save a filtered list as a link.
Onboarding a client
Four ways to fill a client's profiles: send them a form, paste a meeting transcript, paste your own notes, or build a client straight from a form submission.
Login codes, app view, coach assignment and deleting a client
The actions you take on a client rather than about them: hand a locked-out client a login code, look at their app as them, move them between coaches, re-run onboarding, or remove them for good.
Plan statuses, and what your client sees
The four statuses a plan on a client record can have, what each one shows the client, how an auto-resume date works, and why duplicating a plan is the safe way to rework one somebody is already following.
Programs across your clients
The Programs tab is every plan your clients are running, in one list: which week each person is on, which plans are ending soon, which have ended, and how to extend a batch of them in one pass.
Form reminders & the check-in worklist
Automatic escalating reminders when clients miss any form — weekly check-ins, onboarding, or other forms — plus a paged worklist that tracks every one by state and only offers the actions that apply.
Client labels
Tag clients with your own words, then filter your roster by them. Labels can be created as you type, by you or by a connected system, and renamed, recoloured, merged or retired from one screen.
Configuration: labels, stages and statuses
The three vocabularies your client list, pipeline board and check-in worklist are built from. What each one drives, what renaming or retiring one costs, and how to merge two that mean the same thing.
Leads and low-ticket members
Your roster has three tiers. Leads cost you nothing, low-ticket members get the app without your time, and clients get everything. Here is what each one can use and what each one costs.
Client to-dos
The one queue of everything your clients still owe you. Filter it by status, source form, client or date, tick off what arrived another way, and add a to-do by hand.
Habits
The Habits panel on a client's Tracking tab: completion, best and worst, the streak, the daily strip and the weekday pattern, plus how to fix a day the client forgot to tick.
Nutrition tracking on the client record
The Nutrition and Nutrition logs panels: target adherence against the plan you assigned, protein days, the last logged day, and the day-by-day log with the meals and photos inside it.
The Form submissions panel
Everything one client has sent back, across every form: the intake filter, what each column really shows, and how this list relates to their check-ins.
Reading lab results
The Labs panel on a client's Tracking tab: importing a report, the marker table, what the position column means, and why Protocol does not label a value as normal or critical.
Genomic traits
How imported trait genetics appear on the client record, what the reading column is, and why there is no risk score, no colour ladder and no count of things to act on.