Ability to create and automate todo tasks / reminders within Trainerize
As I'm writing notes on my clients file post call, is there a feature where we can set ourselves a reminder to follow up with them from a note? Or even a reminder at all?
I currently set them in my calendar but would prefer to keep everything in one spot!
Also, when payments fail, or programs are ending, be able to remind me to follow up with clients.
Chris K commented
The notes feature for clients absolutely needs to include some kind of "next steps" list… and this list should percolate into a Master Todo List (whether that be per-trainer, per-site, or per-business… though I feel per-trainer makes the most sense).
In addition, said Master Todo List, as it should be accessible from the top level of the application, should offer the ability to edit, add, and delete todo entries, whether they are pertinent to one client, more than one client, any master program, or just in general (for things like products to be managed, etc). Finally, due dates should be assignable so we can be notified of approaching or passed dates. Items without due dates could simply be lumped into a single "due" item that we are notified about on a weekly basis.
Shauna Judar commented
a task manager to organize followups, renewals, other tasks
Gerald DeLoach commented
Allow coaches to create to-do custom pop-ups or reminders for themselves within the app.
For example, I like to send handwritten letters to my clients on their birthdays. I would love for the app to remind me 7 days before the client's birthday that this event is coming up.
This can extend to any message I would generate for myself as a reminder when I log on to my dashboard.
have a note pad for to do lists as soon as you open the app.
It would be great if managers can add tasks for trainers or other staff members to complete.
Also, would be great if the system can automatically generate routine follow-up items for trainers to hold them accountable to touch-points with clients.
Rob Tracz commented
Currently can book up to 16 appointments out. Would be great to have a reminder on the final appointment for the coach to schedule additional appointments. Sometimes it's easy to get into a routine with appointments and lose track of how many are left in the calendar and it would save time to just get a notification about final appointment in calendar.
Olivia Dykes commented
I would love to create to do lists inside of trainerize. For example, things I want to follow up on with particular clients and when I'd like to like to do that.
It would be great to add individual items that we want clients/members to do in the calendar that they can check off once they have completed it.
Right now I am doing the Habit workaround, but this adds many extra steps and looks cumbersome when I look at someone's current habit list.
Being able to add things in like:
-Purchase HR monitor
-Do video movement assessment
-Log nutrition (for 3 days)
-Complete Habit Contract
Trevor, let me know if this is clear or not. Thanks!
Cassie David commented
Having a calendar or some sort of reminder tab with dates. The same way I can set alerts in iPhone calendar to alert us as a reminder! I find myself making reminders in my iPhone calendar for things I need to do in trainerize for clients on specific dates, it would be nice to have reminders for trainers all in one place, and something clients cant see.
Cassie David commented
Setting up a way where we can set reminders / alerts for the trainer! Maybe theres another tab on the left that says "trainer to do" and when something isn't checked done, there is a red notification so we know to check it. right now I use other calendars to notify me of things related to what need to do in trainerize, would be awesome to just have it in here for trainers.
Lindsey Cohn commented
It would be great to integrate tasks for Trainers but also for Clients outside of "habits".
This would be huge!
Being able to put a reminder in for say, Purchase protein powder by Friday.
Items that are created on coaching calls could be put in the calendar/todo/ task list much like habits but quick one off adds.
I simple To-do list to add to the Trainers calendar to keep track of the daily/weekly/monthly tasks to complete for clients.
Kaitlin Misenheimer commented
Would love it sort of like our own section of "habits" to check off as we go!
Teresa Johnson commented
yes! To be able to give myself tasks and assign deadlines would be awesome.
Mysha Green commented
Would love to have the option to add specific goals or tasks on a certain day of the calendar- such as "meal prep today" or "drank 3L of water."
A simple blank line we can add our own text to, and then add it to the date on the calendar, and have the ability to be checked off would be perfect!
I would love to have the ability to set additional reminders for the client, but also for myself to do something, such as send client a card
Heather Barbieri commented
I can not believe there is not an option to create a "to do" list on my overview page. E.g., "update Amy's Workout A, reschedule Mike's Workout B, follow-up with Cindy, etc."
It would be handy to have a text block or banner at the top of every profile for a reminder of things to do.
Nikki Auckland commented
Be able to set up reminders for trainers ie: reminder that Client A needs a new meal plan in 2 weeks or client B needs a new program in 4 weeks. A reminders or TO-DO list for the trainer - ie: Client C is going on holidays and needs a 14 day custom program. With due date and also reminder alarm (not just email preferably) little pop up on the phone would be wonderful. It's very hard tracking what client needs updating and when.