Client Records, Measurement Logging and Plan Management
The Client Tracking module brings client records, measurement logging, plan management and package tracking into the same panel as the booking system. Clicking a client name shows past consultations, the measurement curve, the active plan and remaining sessions on one screen.
What problem does it solve?
With measurements in a notebook, the plan in a document and payments in a spreadsheet, the full picture of a client exists nowhere and the process cannot be followed.
The Client Tracking module is part of the Pro and Enterprise plans.
What you can do
Client record
Personal details, health notes, allergies, goals, measurement history, plans, appointments and payments gathered on one screen.
Measurement logging and charts
Weight, height, BMI, body fat percentage, muscle mass and circumference measurements are logged with dates and turn into charts automatically.
Template-based plans
Save your most-used plan structures as templates and adapt them per client. Diet, care and training plans all use the same structure.
Session package tracking
Packages carry a session count and validity period; completed sessions are deducted automatically and the balance is visible to both sides.
Sharing by link or PDF
Share a plan as a link or export it as PDF. With a link, updates appear immediately.
Terminology adapted to your industry
The business template adjusts terms such as "client", "patient" and "member" along with the form fields you need.
What a client record holds
A client record is where the whole of your relationship with someone is gathered. Alongside personal and contact details, it holds health notes, allergies, medication and goals.
Linked to it are the measurement history, the plans you have prepared, past and upcoming appointments, packages purchased and payments made. Looking at one screen before a consultation is enough to know where the client stands.
That completeness is not merely convenient; it is a matter of service quality. A consultation informed by history is a different thing from one that starts from scratch each time.
Making progress visible
What most influences whether a client stays engaged is being able to see progress, which makes measurement tracking a retention tool rather than a filing exercise.
Measurements are logged with dates and turn into charts automatically. Telling someone they lost seven kilos in three months is not the same as showing them the curve.
The history is a record for you too: when a plateau began and which change in the plan worked can be traced back.
Dated measurement logging
Automatic progress charts
Body mass index calculation
Progress against target values
Comparison across measurement history
Templates and reducing repetition
A significant share of a practitioner's time goes into rewriting plans that resemble each other. Templates remove that repetition.
Prepare your most-used structures once and save them. For a new client, select the template, make the personal adjustments and publish.
Templates are shared across the business, so teams all start from the same well-built base.
How to get started
Enable the module
Client Tracking opens in your panel on the Pro or Enterprise plan.
Create a client record
Enter personal details, goals and health notes.
Take baseline measurements
The first readings become the starting point of the progress chart.
Build and share the plan
Start from a template, adapt it, then share by link or PDF.
Define the package
Enter session count and validity period; tracking then runs itself.
Frequently Asked Questions
Which plans include the Client Tracking module?
Pro and Enterprise. It can be tried free during the trial period.
How do I share a plan with a client?
As a shareable link or a PDF. With a link, any update you make is reflected on the page they see.
Which measurements can I track?
Weight, height, BMI, body fat percentage, muscle mass and circumference measurements, all logged with dates.
Can I change the terminology for my industry?
Yes. The business template adjusts terms such as "client", "patient" and "member" along with the form fields.
Are package sessions deducted automatically?
Yes. When a consultation covered by a package is completed, the balance decreases automatically.
Key features for this industry
Related industries
Get started for your business today
Setup takes minutes and no card is required. You can use every feature free of charge during the trial period.
