Trainer Notes (Private vs Team)

Two Types of Notes:

1. Trainer Notes (Private) 🟡

• Icon: Amber sticky note • Visibility: Only YOU can see • Perfect for: - Personal observations - Training style preferences - Rapport notes - Coaching strategies • Example: "Responds well to motivational coaching, loves 80s rock music"

2. Team Notes (Shared) 🔵

• Icon: Blue users icon • Visibility: All trainers in your business • Perfect for: - Injuries and medical conditions - Equipment preferences - Emergency contacts - Critical safety information • Example: "Left knee sensitivity - avoid deep squats, prefers goblet squats instead"

Why Two Types?

Scenario: You're on vacation, another trainer covers your client's session.

• Team Notes: "Left knee sensitivity - avoid deep squats" • Trainer Notes: "Responds well to motivational coaching"

The covering trainer sees injury info (critical) but not your personal rapport notes (private).

How to Use:

1. Navigate to Client Progress Hub 2. Click Notes tab 3. Click to expand Trainer Notes or Team Notes 4. Type your notes 5. Click Save

Collapsible by Default:

• Notes are hidden until you need them • Click to expand and view/edit • Preview shows first 50 characters when collapsed • Keeps interface clean

Pro Tips:

✓ Use Team Notes for handoffs and safety info ✓ Use Trainer Notes for personal coaching observations ✓ Document workout plan changes in Team Notes ✓ Keep notes concise and actionable