Allow to upload documents (PDF, Word, etc) to our clients profile
It would be nice to be able to share with my clients all sort of documents (evaluations sheets, progress stats, etc).
Hi everyone,
Thanks for your feedback. With the latest upgrade, we’ve now added the option to add up to 4 PDF forms as part of the customizable welcome e-mail.
You can upload additional onboarding PDFs or welcome kits in this section that will be automatically sent out whenever you add a new client to Trainerize.
For more information, you can see our help article here:
http://help.trainerize.com/hc/en-us/articles/217971003-How-do-I-customize-the-Automated-Messages-and-Events-
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Kari Durrant commented
Need to be able to house PDFs in house, not in a message or email. ASAP!
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Anonymous commented
This is still a MASSIVE problem for me and my clients,
There needs to be space within the clients profile to attach more pdfs (maximum 10)
Messenger is NOT any area to send them as it gets pushed further down almost immediately
Can you please fix this?
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Jessica Taylor commented
This is a great update BUT are there any plans to be able to have a document space within the app? Like a few people have mentioned below, to attach articles, PDFs, images or other resources that might be helpful to that client
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Fumbi Adegbesan commented
Can we have a feature where you can upload files so that the client can see them too? I want to upload some documents for them. The messenger isn’t the best way because it can’t be stored there. As you speak to them, it gets pushed up further and further in the convo
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Jake commented
I would still really like to see an option where you could upload PDFs, images, videos, etc to a client via the messenger
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Libera commented
Hello!
I would love to be able to add PDF documents as training plans not attachments.
Thank you!
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Jason Dupree commented
Easiest way to implement would be to give the option for clients to view attachments that you upload. (right now only we can see them)
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Raissa Rangell commented
The attachments folder is open for the client to see it ???
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Lucinda Valentine commented
I take that back - it hasn't been done, was just looking at the docs to their profile part. Still can't upload docs for clients to view :( Very disappointing after all this time.
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Lucinda Valentine commented
Ignore my last comment, seems it has been done. Should probably mark this idea as complete?
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Lucinda Valentine commented
Trainerize last responded in 2014 - it's now 2017! When will this be implemented?
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Lucinda Valentine commented
I need to be able to send PDF docs to my clients - there should be a place in their profile where they can view a list of docs uploaded by the trainer, so that they can download or print them.
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Steven Bechtold commented
I would like to send recipies, articles and even motivational videos. Something to add a personal touch.
I'm not sure if this capability would work both ways. If so, I would like for clients to have the ability to add photos via instant messenger. Things like meal prep being completed, lunch they ordered at work... really anything you may find useful to hold clients accountable. (Video capabilities for form questions would be super cool!)
I would also like this feature available in the calendar. This can be a useful tool for a screen shot or picture of client food journal or heart rate monitor (watch/app) Right now I stay friends with clients on 'my fitness pal' and 'under armour record' so I can monitor food journal and workout performance.
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MICHAEL CUTTS commented
I send about of microsoft, pdf and jpeg images. I would lobe the abiltiy to send as a message and allow them to download it to their phone
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ragab commented
it will be so great way to have these control to export our plan to pdf or word...etc .as we we have some clients or others didn't like or cant use technology in app or computer .
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Dominic commented
Is there any news on this feature? It is one feature that another platform has that is very important to me as it allows the progress of habit based learning and food diaries to implemented.
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Elis Mar Einarsson commented
When a client downloads a pdf from TZ, it would be cool if their name, e-mail and date would be printed to the footer as a watermark. I use it with WooCommerce and it's create for protecting your files from copyright stuff.
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Stephen Mabin commented
Hi there,
Would be great to get an update on this feature?
Furthermore it would be useful if the client could upload any of the documents sent to them, say for example a fillable form, so that a trainer may be able to access the completed document from the trainerize platform.
Many thanks
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Toni Versic commented
PDF files of workout plans, diet plans etc. Excel spreadsheets for calculations like lifting to 70% of 1RM etc
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Scott Parr commented
PDF for certain - as others mentioned, for further assessment forms, other forms...