This is available on Subscription Tiers: 

Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Why This Matters

Wodify offers a lot of different ways to track your clients, but there will always be details about clients that don't quite fit in with your default settings. We'll show you how you can note client profiles for your coaches' reference and quickly group them together for tracking and communication purposes.

Step-By-Step How To

Adding Client Owner to a Client Profile

Within the Client Profile, you can now Assign an Employee to an individual to manage the lead/client relationship. This feature is also available for Leads as well. Please see the section on Search Tabs below, for the bootstrapped filters in the Client List.

With this exciting new update, you can use assigned staff members to manage lead follow-up assignments, establish a unique point of contact for members based on shared interests and demographics, or even assign new clients to a staff partner who will help them become acquainted with the culture of your gym. By establishing this familiar face for your client, you create more than a gym environment; you create a home for their wellness priorities.

How to set a default client owner:

1. Head to People > Settings > Client tab
2. Scroll down to "New Client Default Owner" and select a staff member from the dropdown list

How to change the client owner:

1. Find the client under People > Clients, and click on their name to pull up their profile
2. From the top panel or the Profile tab, select the pencil icon beside Client Owner

How to mass update client owner:

1. In People > Clients, check the Select All box
2. Filter at the top as needed
3. Click the "Select all # items on this list" to the right
4. Click on the ellipses icon beside the Select All box
5. "Update Client Owner"

Adding Tags to a Client's Profile

Tags are one-word labels you can apply to a client's profile, to group them together with other clients with the same tag, if that label isn't already applied by Wodify. This includes:

You can search for specific tags in your Client List (People > Clients), and you can set having or not having a specific tag as a rule in your Segments for quick communication.

How to add a tag to a client:

1. Find the client under People > Clients, and click on their name to pull up their profile
2. From the top panel or the Profile tab, select the pencil icon beside Tags
3. Start typing your tag into the text box, and click Save once you're finished to apply the tag to this client
   • If it's a tag you've used before, it should appear as you type; click on it to apply the tag
   • Once the tag is added, you can remove it by clicking the pencil icon and hitting the x next to it

How to mass update tags:

1. In People > Clients, check the Select All box
2. Filter at the top as needed
3. Click the "Select all # items on this list" to the right
4. Click on the ellipses icon beside the Select All box
5. Select either "Add Client Tags" or "Remove Client Tags"

Adding Notes to a Client's Profile

Notes are designed for adding information to a client's profile that's specific to that client. This is not searchable info; it's meant just to alert your staff to any info that might not get collected by Wodify. This might include medical history, injuries, details of a special arrangement, previous experience, etc.

To add a note to a client:

1. Find the client under People > Clients, and click on their name to pull up their profile
2. From the top panel or the Profile tab, select the pencil icon in the Notes field
3. Enter any notes you need
4. Click Save

Creating Custom Search Tabs in the Client List

If you find yourself searching for the same group of clients under People > Clients over and over again, it might be worth saving that custom search as its own tab in that list of clients.

To create a custom client search tab:

1. Go to People > Clients
2. Use the Filter button to the right of the search bar, to find the client list you want
   • If the grouping you want is not available as a search filter, you can tag those clients with the instructions above, and then search for them with the filter "Client Tag"
   • With adding in a client owner you can also view the bootstrapped tab to view Your Clients.
3. Make sure you set "Any" or "All" next to "of the following:"
   • "Any" means that you are looking at a list of clients that meet at least one search filter requirement you've selected, but not necessarily all of them
   • "All" means that you are looking at a list of clients that meet every search filter requirement
4. Once you've got your list defined, click the Apply button
5. Add any additional criteria
6. Save by clicking the floppy disc icon
7. You can now name this filtered list and see this search appear as a tab you can click into at the top of your client list

FAQs

1. "Can clients see the tags and notes I put in their profile?"
   Answer: No, this will only be visible to coaches, managers, and admin.

2. "What characters can be in a tag?"
   Answer: You can use letters, numbers, and special characters but exclude spaces as these can impact the search function.