See who is doing their exercises.
Every session a client logs in their portal is counted, so you can see who is keeping up, who has slipped and who never started.
Steps
- Open Clients, then Online, for clients coached remotely: marked Online on their record, or booked for a video call.
- Under Who is doing their plan, each row shows the sessions done in the last two weeks against what was set, and how many a week.
- Narrow it with the groups: Ready for more, Going well, Hold, Slipping, Gone quiet, Never started and Just sent.
- Press Nudge beside someone gone quiet, slipping or never started to send them one short email.
- Tap a row to open How often, read the suggestion and its reasons, and set it if you agree.
- For any client, open their record: the Their portal tile shows sessions this week and in four weeks, and Open their portal lists each recent session with pain and anything that felt wrong.
Questions
Where do the numbers come from?From the sessions each client logs in their portal, counted over two weeks.
Why is there no Nudge for someone?A nudge needs their email and a plan link. It is not offered to someone doing their plan or just sent one, and it waits five days between nudges.
How do I put a client on the Online list?On their record, under Their plan, set Seen to Online.