Goals & Notes

Goals

A client’s goal progress lives on the Analytics tab of their detail page — open the client and switch to Analytics, then pick a 4 / 8 / 12-week window at the top.

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

The Analytics tab surfaces three goal-related views:

Progress to goal

How far from start to target the client has moved. Direction-aware — moving toward the target counts as positive progress whether they’re cutting or gaining. If the client doesn’t have a target weight set, update it on 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 — unsigned in display but direction-aware (positive when moving toward the goal, negative when moving away). A handful of recent weeks anchors the calculation, so one bad week doesn’t tank the average, but a sustained reversal shows up within 2–3 weeks.

What goals don’t track

• Custom goals (SMART-style, behavioral, performance) aren’t supported here — goal tracking is weight-progress only. For behavioral targets, use Habits. For other custom data, use Check-in custom fields.
• Milestones don’t trigger notifications — you’ll see them when you open the tab, but the client doesn’t get a “milestone hit” alert.

Notes

The standalone per-client Notes tab has been retired. Client-related text now lives in the two surfaces the client actually sees:

• Check-in responses — written while reviewing a weekly check-in, and attached to the check-in record so the context never gets lost. Use these for substantive weekly feedback.
• Messages — sent directly to the client and visible in their portal. Use these for ongoing conversation.

Client-written context flows back to you too: per-exercise notes on workout logs (form cues, “felt heavy”, “next week try +5lb”) appear inline on the client’s Logs tab — see Clients → Workout logs and client notes.

Both check-in records and messages are deleted as part of the cascade if you delete a client account — irreversibly. If you might need that history after a client leaves, deactivate their account instead (see Clients → Deleting vs. deactivating).