You want to be a proactive coach, but proactive coaching takes information, and gathering it is its own job. Scrolling through your full client list just to figure out who’s slipping, who’s new, or who’s about to churn costs you hours you don’t have to spare. That’s why we built Smart Views: it points out the clients who need attention and why, so being proactive is actually a breeze.
Why you’ll love this
- Spend more time coaching, and less time digging through your client list at every step of coaching
- Connect better with your clients by noticing issues early on
- Run your business your way, whether that’s staying hands-on or automating it in your own voice
- Lead a team you can trust, with real visibility into how every coach is showing up
Understand client activity and act on it faster
Spend more of your time coaching, and less of it managing your list. You always know exactly where to look first, without opening a single profile, and you can move on it just as fast, stepping in yourself or setting up a trigger or task in an automation to handle it for you. Start from proven views, like clients whose membership expires in the next 7 days or who haven’t messaged you in over 7 days, then customize them to fit your business. You can even ask the built-in AI or the MCP to build you a Smart View that does exactly what you need.
Group your clients once and use it at every step of coaching
Save the time you’d spend picking out the same clients again and again. Build a Smart View once and it follows you into every part of coaching: assign a workout program to the whole view, send it a check-in or form, message the group, or filter your compliance tracker by it. Each group of clients gets handled together, so you never have to re-segment your list for the next task.
Walk into every call already prepared
You walk into every call already knowing what your client needs, instead of spending the first ten minutes finding out. Smart Views connects to AI Forms, so when a client’s program is expiring soon, you can schedule a form to go out automatically to that view before your next call, asking the exact questions you need to rebuild it well.
Manage your whole team from one view
Have clear visibility over your over your team without spending time implementing different tools. For multi-coach businesses, filter by coach messaging activity to see who’s responded and who hasn’t, without checking every conversation yourself.
How it works
A Smart View is a saved set of fields and sorting built from all the client data FitMetrics holds. Pick a column like Last Login, Status, or Tags, an operator like “is” or “older than,” and a value, then save it with a clear name. It shows up in your sidebar with a live count, and it follows you into messages, the compliance tracker, and the AI Workout Builder.
TZ Tip: New to Smart Views? Get a head start. Click Import Smart Views to get six proven views you can customize: Active Clients, New Clients, At-Risk Clients, Membership Expires Soon, Last Message Over 30 Days, and Training Program Expires Soon.
Smart Views is live in FitMetrics, along with other time-saving features built to help you automate the day-to-day so you can spend more time doing what you love. Available for purchase in ABC Trainerize. Give it a try for free