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:

• Setting up Progression Paths
• Setting up Levels
• Setting up Trackers
• Managing/Promoting Clients

 

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

 

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.

 

To edit an existing progression name:

1. Click the pencil icon next to any existing progression
   
   
   
2. Enter the new name in the text box, and click Save

 

To delete an existing progression:

1. Click Setup next to the progression
   
   
   
2. Click the Delete button in the top right corner
3. Click to confirm the deletion of this progression
   

 

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
   
   
   
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.

• 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
    
• 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. 
  • 

Setting Up Trackers:

1. Select into the Level which Needs Individual Trackers added
2. Select into New 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

 

There are three types of Progress Trackers to determine when the client passed the requirements to proceed to another level:

• Manual: The manual progress trackeryou can use to manually track their performance by going to Progressions > Manage Clients

• Time at level: This progress tracker will automatically keep track of the duration of days it would take for the client to achieve the next level

• Attendance at level: This progress tracker will keep track of attendances and automatically promote a client when they have achieved the number of attendnances

 

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
   
   
   
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
     • 
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.

• 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

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More Information:

• Tips: Wodify Blueprint Course: Getting started with Progressions (Webinar)

If you have any questions about progression tracking, please feel free to reach out to support@wodify.com or via Priority Live Chat in your admin account (Promote only).