Progression Tracking

Follow

Wodify_Bar_All__1_.png

Progression Tracking in Wodify allows you to track your clients' progress or journey through different levels. This is perfect for keeping track of belt levels, skill levels, loyalty programs; anything your clients can level up through!

 

In this article, we'll cover:

 

Enabling Progression Tracking

 

To turn progression tracking on:

  1. Go to Business > Settings in Wodify Core
  2. Scroll down to Progressions and toggle the switch to Enabled (purple)
  3. Save your changes

mceclip0.png

Once you've followed these steps, you should see a Progressions tab appear under People in your left-side navigation menu.

mceclip1.png

 

To disable Progression Tracking, follow these same steps to toggle the switch to Disabled (grey), and the Progressions menu option will disappear

Note: When you disable Progression Tracking, the progression data is still saved. Reenabling Progression Tracking will return the Progressions menu option, and the progressions and levels you've built will still be there. Your clients will retain the same levels they had before you disabled it.

 

 

Setting Up Progression Paths

 

Once you've enabled Progression Tracking, you can start building the progression paths that your clients can attain levels in. This is where you'll build out those levels, and where you can view and manage clients of any level in that progress path.

 

To build a new Progression:

  1. Go to People > Progressions 
  2. Click the New Progression button in the top right corner
  3. Name your new Progression
  4. Click Save

mceclip0.png

 

Once you've followed these steps, you should be taken back to the People > Progressions page, with your new progression on the list. You'll see Setup and Manage Clients next to each progression on this list.

mceclip1.png

 

To edit an existing progression name:

  1. Click the pencil icon next to any existing progression
    mceclip2.png

  2. Enter the new name in the text box, and click Save

 

To delete an existing progression:

  1. Click Setup next to the progression
    mceclip4.png

  2. Click the Delete button in the top right corner
  3. Click to confirm the deletion of this progression
    mceclip3.png

 

Note: Deleting a progression will remove it from your system, and remove any levels in that progression from your clients. This action cannot be undone.

 

Setting up Levels

Once you've built out a progression path, you can build the levels that your clients will be promoted through in this path. Levels should be entered in the order your clients will progress through them, from the first level to the last level.

  • You'll be able to "promote" clients to the next level with the click of a button, in the order, those levels were created
  • You'll also be able to manually set clients to any level, regardless of order

 

To create a new Level, or edit an existing one:

  1. Go to People > Progressions
  2. Click Setup next to the name of the progression you would like to add a level to
    mceclip5.png

  3. Click the + Level button at the bottom of the list to create a new Level; or
  4. Click on the name of an existing level to edit it

This will bring you to the Level editing screen, where you can set a name, description, and color/pattern for this level; along with the Progress Trackers needed to achieve all individual items to get them to the next level.

mceclip1.png

  • Name - add a name for this level, that your clients will see
  • Description - add a brief description of the level, for you and your clients' reference (optional)
  • Visual Customization - choose whether to add colors and stripes that your clients will see associated with their level (ideal for Martial Arts belt tracking!)
    • If you select Colors/Stripes, you can choose a base color, number of stripes, and stripe color
      mceclip7.png
  • Trackers - set individual goals to achieve the level.
    • You are able to select whether or not this tracker is visible to Clients in the Client App and add a description of how to achieve that goal as needed. 
    • mceclip3.png

Setting Up Trackers:

  1. Select into the Level which Needs Individual Trackers added
  2. Select into + Progress Tracker
  3. Create a Tracker
  4. Decide if the Tracker should be openly visible to Clients
  5. If so, you are able to add a public description for Clients
  6. Select Create

mceclip0.png

mceclip5.png

 

Managing/Promoting Clients

Once you've built out your progressions and levels, you can start assigning levels to your clients and promoting them through the progression. 

  • Promoting a client will move them up one level, based on the order the levels in that progression were built
  • Setting a client's level will allow you to manually pick any level for that client, regardless of order

 

To begin managing clients:

  1. Go to People > Progressions in Wodify Core
  2. Next to the name of the progression you want to promote this client in, click on Manage Clients
    mceclip9.png

  3. This will bring up a list of all clients, regardless of whether or not they have a level in that progression. This list will include:
    • every client's name
    • their current level in this progression (clients without a level will be listed with "No Level")
    • the date they achieved their current level
    • A button to Promote clients that currently have a level or Set Level for clients that don't currently have a level
      • mceclip0.gif
  4. You can use Search Filters at the top of the page to narrow down the list of clients, or the Search bar to find a specific client

 

Bulk Actions:

If you start selecting clients from the list, you will see a number of actions appear at the top of the list, available for the clients you've selected.

mceclip10.png

  • Set Level - choose a level to assign to the selected clients
    • this list will include all of your current levels, as well as a No Level option
    • this allows you to correct any errors in level assignments, skip a level for a client, or add a level to multiple clients that don't already have one at once
  • Promote - move all selected clients to the next level up from their current level
    • This can be done for multiple levels at once; all selected clients will move up one level
    • Clients at the top level in the progression can not be promoted
    • Clients with no level can not be promoted (see Set Level above)
  • Set Date Achieved - change the date the selected clients achieved their current level
    • You'll be prompted to choose a date any time you promote a client, or set their level
    • This function will allow you to correct any errors in setting these dates
  • Export - download this client list in spreadsheet form
    • The exported spreadsheet will include first and last name, current level, and date achieved
    • This list will still include clients with no level

 

If you have any questions about progression tracking, please feel free to reach out to support@wodify.com! 

Comments

Check the current status of our products

View status