Adding Client Metrics and Photo

How to add single data point and bulk add metrics for a client.

Add a Single Data Point

How to add a single metric for a client:

  1. Find the client you want to enter a measurement for (either by using the search bar on the Client Index page or by using cmd+K).

  1. From the client's account, select the Metrics tab.

  2. Select the metric to which you wish to add new data and click '+ Add Measurement.

  3. Add the value, changing the date if needed.

  4. Click Add to finish.

**Remember, there can only be one data point per day so if you enter more than one value with the same date, the most recent entry will stick.

Bulk add metrics for a client

If you have a bunch of measurements you want to add for a client from an evaluation pr testing day, you can update all metrics at once.

How to bulk add metrics for a client:

  1. Find the client you want to enter a measurement for (either by using the search bar on the Client Index page or by using cmd+K).

  2. From the client's account, select the Metrics tab.

  3. Click the + Update All button on the left side of the page. This will open up all the cards on that page. The date will default to today's date but you can change it for all cards if you're entering values from past dates.

  4. Enter the measurements for each metric and hit Save All.

You can leave cards blank that don't have a measurement for that date if needed.

Add a Photo

There are a couple of different ways to upload photos but this is how to do doing it as a coach from a desktop.

How to add a photo for a client:

  1. Find the client you want to enter a measurement for (either by using the search bar on the Client Index page or by using cmd+K).

  2. From the client's account, select the Photos tab.

  3. Select the photo you wish to add new data.

  4. Click 'Upload A Photo'

  5. Select photo - change the date of the data if needed

  6. Click Add.

Did this answer your question?
😞
😐
😁