How to Add Notes to Your Clients Profile

This article will take you through; 

1. What are Notes?
2. How to add Notes to your client's profile
3. How to manage Notes in the Pro App
4. Next steps and additional support

What are Notes?

'Notes' are details we add to a client's profile to help us better understand them. It can be useful for storing extra information on any of your clients. Some 'Notes' you might want to add to your client's profile might be;

• John hurt his knee 2 years ago
• Sarah is hoping to lose weight before her wedding next year
• Abhi's emergency contact details

How to add Notes to your client's profile

To set up 'Notes' you must first add-in specific questions that we preload in the 'Notes' section of your client's profile. This is a great way to prompt your staff members to ask questions when interacting with clients. To set up, follow these steps; 

To set up the 'Notes' section with specific questions, follow these steps;

1. Go to the 'Settings' icon in the bottom left corner
2. Go to the 'Forms' tab
3. Scroll down to the 'Create your own questions' section
4. Click on the empty field and type the name of whatever fields you would like to appear in the 'Notes' tab of the clients profile
5. Press 'enter' on your keyboard to submit what you wrote

Once you have added the questions added into 'Notes', it will then populate on each clients' profile. To add a note to their profile, follow these steps; 

1. Locate the client's profile that you want to add a 'Note' too
2. Click on the 'Notes' tab on the profile
3. Enter the details
4. Click 'Save'

How to manage Notes in the Pro App

Notes are now available in the Pro App. Anyone with access to a client’s profile can view, add and edit Notes directly from the client profile.

This gives your team quick access to important client information, such as goals, injuries, health information and dietary restrictions, without needing to open the Dashboard.

What you can do

In the Pro App, you can:

• View Notes from a client’s profile
• Add or edit information in existing Notes fields
• Save changes directly from the Notes screen
• See when questions are still unanswered

If a client has unanswered Notes fields, the Notes card displays a Questions pending status.

How to add or edit Notes in the Pro App

1. Open the client’s profile in the Pro App.
2. Select the Notes card.
3. Add or update the relevant information.
4. Select Save.

The Notes fields available in the Pro App are configured on the Dashboard under Settings > Forms > Create your own questions. Once created, these fields apply to all clients. You cannot create Notes questions for individual clients.

Examples of Notes fields include:

• Goal for this year
• Injuries
• Bench Press 1RM
• Dietary restrictions

Please note: Notes are available to anyone who has access to the client’s profile.

Next steps and additional support

For more information on client's, read the below article;

• How to Set Up Clients from the Dashboard

For additional support reach out to support@glofox.com and we will be happy to assist you.