Goals & Notes
Two related-but-separate surfaces for tracking long-running threads on a client: their goal progress and your coach notes.
Goals
The Goals view lives on the analytics deep-dive — open a client’s analytics from Analytics and switch to the Goals tab.
It pulls from three values on the client’s profile:
- Starting weight — what they were when they joined
- Current weight — most recent weigh-in
- Target weight — their stated goal
Three sections render on the Goals tab:
Progress to Goal
A progress bar showing how far from start to target the client has moved. Direction-aware — losing weight toward a target counts as positive progress regardless of whether they’re heading down (cut) or up (gain).
If the client doesn’t have a target weight set, this section prompts you to update their profile.
Milestones
Milestone markers between starting and target weight, with check-marks where the client has crossed each. Useful for celebrating progress in messaging or check-in responses — “you’re past your second milestone” lands better than “you’ve lost 4.3 pounds.”
Weekly progress rate
The average rate of change per week, computed from the client’s weight history logs. The rate is unsigned in display but direction-aware: positive when the client is moving toward their goal, negative when they’re moving away.
A handful of recent weeks anchors the calculation; one bad week doesn’t tank the average, but a sustained reversal will show up here within 2–3 weeks.
What Goals doesn’t track
- Custom goals (SMART-style, behavioral, performance) aren’t supported here — the Goals view is weight-progress only. For behavioral targets, use Habits. For other custom data, use Check-in custom fields.
- Goal milestones don’t trigger automatic notifications — you’ll see them when you open the tab, but the client doesn’t get a “milestone hit” alert.
Notes
The Notes view lives on the client detail page — open any client and switch to the Notes tab.
It’s a single timeline that combines two kinds of notes:
| Type | Where it comes from | Editable |
|---|---|---|
| Coach notes | Notes you add directly via the Notes tab input | ✓ Add and delete |
| Check-in notes | Notes you wrote when responding to a check-in (the coachNotes field on the check-in record) | ✗ Locked — part of the check-in record |
The timeline is sorted descending by date — most recent first. Each entry shows the author (which coach wrote it, useful in team workspaces), the date, and the content.
Adding a note
The Notes tab has an input field at the top. Type, hit add, the note appears immediately at the top of the timeline.
Deleting
Standalone coach notes have a trash icon next to them — click to delete, with a brief loading state. Check-in notes can’t be deleted from here — they’re part of the check-in’s permanent record. To “amend” a check-in note, add a new standalone note instead.
What goes in notes vs. messages vs. check-in responses
Three places to write client-related text — they have different purposes:
- Notes — private to your team. The client never sees these. Use for internal observations, hypotheses, things to ask later, or context for another coach.
- Messages — sent directly to the client. Visible in their portal. Use for ongoing conversation.
- Check-in responses — written as part of reviewing a weekly check-in. Visible to the client, plus they live alongside the check-in record so the context never gets lost. Use for substantive weekly feedback.
Notes are the right place for “client mentioned a knee tweak — watch deadlift volume” or “looks like the deficit is too aggressive, will pull back next week if scale doesn’t move.” Internal-facing.
When notes live longer than the client
If you delete a client account, all of their notes and check-in records are deleted as part of the cascade — irreversibly. If you might need notes after a client leaves, deactivate their account instead (see Clients → Deleting vs. deactivating).