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Quickly Check Everything You've Setup for Your Client

Software Demos
August 30, 2024
Tim Saye

Personal Trainer Software

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In this episode, we’ll show you how simple it is to view and manage everything you’ve set up for a client using PT Distinction’s personal trainer software.

It’s all about visibility and control—see exactly what your clients have, what they’ve done, and what’s scheduled next. Want to explore more tools like this? Visit our features page to see how PT Distinction supports your entire coaching business.

How to See Everything You’ve Set Up for a Client in PT Distinction

Step 1: Find the Client in Your Dashboard

To get started:

  • Use the search bar to type your client’s name.
  • Click into their dashboard, where you’ll access everything related to their coaching setup.

The dashboard is divided into five main sections:

  1. Activity
  2. Schedule
  3. Items
  4. Tools
  5. Communications

Step 2: View All Coaching Items

Under the Items tab, you’ll see:

  • Programs
  • Assessments
  • Coaching
  • Forms & Questionnaires
  • Habits
  • Tracking

You can click on any item to:

  • View details
  • Edit the content
  • Schedule updates

Step 3: Manage Client Tools

The Tools tab shows:

  • Adherence Chart
  • Food Diary
  • Progress Photos
  • Integrations

This gives you full control over which tools each client can access.

Step 4: Review All Client Communications

In the Communications section, you’ll find:

  • Scheduled messages
  • Sent messages
  • Drafts
  • Outbox (pending messages)

You can:

  • Review message history
  • Edit drafts
  • Resend or modify any existing communication

Step 5: View the Full Client Schedule

Click the Schedule tab to see a visual calendar of your client’s journey.

  • Week View: See what’s planned this week.
  • Month View: Get a broader picture.
  • Year View: See the full long-term coaching plan.

Use filters to narrow the schedule to specific item types, such as:

  • Only programs
  • Only assessments
  • Only habits, and so on

Step 6: Switch Between Clients with Ease

Want to check another client?

Just return to the search bar, type their name, and you’ll jump straight to their dashboard with the same structured view.

Total Visibility, Full Control

Everything for every client is neatly organised inside their individual dashboard. PT Distinction makes it easy to manage, adjust, and deliver highly personalised coaching without missing a beat.

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