COVID-19: Using Tags, Notes and Custom Tabs to Manage Clients

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Wodify’s Tagging, Notes, and Custom Tab features will help you quickly label and manage your clients for future reference because now it’s more important than ever!

 

Below are a couple of relevant scenarios: 

⭐️Loaning out equipment - Although businesses have been forced to close their locations, many are providing clients with at-home programming options. If you are loaning out equipment (i.e.kettlebells, dumbbells, etc.) to make at-home workouts more interesting, we’ve outlined a simple way to keep track through Wodify.

⭐️Assessing a client's sentiment - If you are temporarily closing, we encourage you to reach out to every single client and let them know exactly how you’ll continue to provide value until you’re up and running again. During your conversations, you’ll find it helpful to record each client's sentiment in Wodify - the general tone and context of your conversation(s) with them. The same steps below can be used to categorize clients into buckets, such as: ‘positive’, ‘at-risk’, ‘indifferent’.

Client User Tags

Follow this process to record which clients have borrowed equipment.

  1. Go to Wodify Core > Client > List.
  2. Navigate to the client profile.
  3. In the TAGS section, add a concise and easy-to-remember tag. For example: ‘equipment’.

Edit__Christine_Rivera_.jpgPro Tip: Keep the number of tags low (less is more) and simple, so every staff member will understand.

 

Notes

In the NOTES section, you can add a description of the item, date borrowed, etc.

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Please note, this information will only be visible in Wodify Core/Core mobile app to Admins, Managers, and Coaches.

 

Custom Tabs

Now that you’ve tagged the appropriate clients, you can create a Custom Tab on your Client List to monitor it and remove tags once items have been returned. 

Follow this process to find all clients with the ‘equipment’ tag: 

  1. Go to Wodify Core > Client > List.
  2. Click on “Filters” and select “Client Tag is equipment”.
  3. Click “Add Filter”, remove the “On-Ramp” filter and change ‘any’ to ‘all’. 
  4. Now that you’ve sorted your list by the “equipment” filter, save this search.

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     5. Give the Search a name, and click the Save button.

 

Now that you’ve created a new Custom Tab to your Client List, once you add this tag to a new profile, the list will update to include those clients. 

Once the client has returned the equipment, be sure to remove the tags, update the notes and you’ll be all set! (To remove a tag, simply click on the X next to the tag!)

 

We are here to help, so if you need ideas, encouragement, understanding of how Wodify can make your life a little simpler, feel free to shoot us a note via support@wodify.com or book a call with our Success Team via 1on1.wodify.com!

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