Clients & Check-ins in under 2 minutes
Your clients, one page per client, check-ins and the results that come back.
The Clients page: your client roster
A guide to the Clients page in QuickCoach: what each roster column tells you, why the status filter is Pro only, adding clients and managing every row.
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A tour of an individual client's account
Tour a client's individual account, covering their link, notes, history, plans in every status, and the feedback they leave you.
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Send a client their account link
Clients sign in with a unique account link, no username or password needed. Send it through QuickCoach or copy it and share it yourself.
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Active and inactive clients, and the plan limits
How the Free plan's 20-client limit works, why marking a client Inactive revokes their access on every plan, how deleting differs, and what happens to their data.
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See a client's plans by status
Every client's plans sit under Drafts, Upcoming, Skipped, or Completed. Switch tabs to see exactly what's where, and drag the Upcoming queue into a new order.
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See a client's History and results
The Past Performance tile opens a client's History of every result they log. Read each task's trend, open the plan behind a result, and fix wrong entries.
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Where to see your client's feedback, and how to reply
Where client comments and survey responses appear, plus how to reply without a message inbox: through the next plan, an audio note, or a push notification.
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Setting up the post-plan survey
Customise the questions clients answer after finishing a plan, switch any of them off, and on Pro write the message clients see when they complete a workout.
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Check-ins, forms and measurements
Run weekly client check-ins, track measurements in History, tune the post-plan survey and send one-click check-ins with Workflows. No form tool needed.
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See a client's account from their side
Preview a client's account exactly as they see it, so you can plan how you present their plans, tasks and feedback before it reaches them.
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Training in-person clients and groups
Coach in-person clients and groups from QuickCoach. Build and assign plans as usual, then open or print each workout when the session starts.
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Onboarding a new client
A simple first-week structure that gets new clients training and replying instead of going quiet.
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Your Notification Center: client activity and your to-do list
Your Notification Center tracks client activity and holds your to-do list. Choose which events reach you in-app or by push, and manage it all from the bell icon.
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