Goals, measurements and session notes
The three things a trainer records against a client — what each is for, where it lives, and who can see it.
Three separate records make up a client's PT history. They're deliberately distinct — one is what the client is aiming at, one is the numbers, one is what actually happened in the room.
All three live on the client's page: Personal Training → the client in the staff dashboard, or tap the client on your Roster in the PT app.
Goals
What the client is working towards.
- Description — the goal in plain words.
- Target date — optional.
- Status — Active, Achieved or Abandoned.
Mark a goal Achieved rather than deleting it. It's a good thing to have in front of you at a review, and clients like seeing the list of what they've ticked off.
Abandoned is there for goals that stopped being relevant — an honest record beats quietly removing it.
Measurements
The numbers you track over time: weight, waist, body fat % and free-text notes, each with the date it was recorded.
A trainer can add a measurement from the PT app. Correcting or deleting one is the client's own action in the client app — trainers can view and append, not rewrite history.
💡 Measurements are for the straightforward numbers you take with scales and a tape. Caliper testing and calculated body-fat percentages are a separate thing with its own plans and methods — see Body composition plans and caliper tests.
Session notes
What happened in a session.
- Session date — defaults to today.
- Notes — free text, and the substance of the record.
- Package — optional. Attach the client's session package and this note draws down one session from it.
That last field is doing real work. See Selling session packages for why drawing down on the note rather than on the booking is the right way round.
Leave the package blank for anything you're not charging for — a free taster, a make-up session, a quick form check.
Who can see all this
The same rule as the roster:
- A manager or owner can see every client's goals, measurements and notes.
- A trainer can see them only for clients they're actively assigned to.
Enforced server-side, so an ended assignment genuinely closes the door — while leaving the history intact on the client's record for whoever takes them over.