Team Member Profile
How to view individual coach profiles, audit assigned client rosters, balance team caseloads, and track check-in recency.
The Team Member Profile Page displays the active client roster for an individual coach or trainer. You can reach this page by clicking on any staff member on the Team Page or by clicking a coach in the Coach Workload card on the Overview Dashboard.
What’s on the Team Member Profile
Section titled “What’s on the Team Member Profile”The page gives you a focused look at how an individual coach is managing their assigned clients:
1. Staff Header
Section titled “1. Staff Header”- Coach Details: Shows the staff member’s photo, display name, email address, role badge (Owner, Admin, Manager, Viewer), and date joined.
- Breadcrumb Navigation: Easily click back to the Team Page or the Overview Dashboard while keeping your previous search or filters intact.
2. Assigned Clients Table
Section titled “2. Assigned Clients Table”Shows every client currently assigned to this coach:
| Column | Description |
|---|---|
| Client | The client’s name, mobile photo, and a one-click link to their Client Profile. |
| The client’s contact email. | |
| Demographics | The client’s age and biological sex. |
| Joined Date | When the client joined the organization. |
| Last Check-In | The date the client last uploaded a scan or logged habits. |
| Notifications | Shows whether the client has push notifications enabled on their phone. |
3. Search & Sorting
Section titled “3. Search & Sorting”- Use the search bar to filter the coach’s clients by name or email.
- Click Last Check-In to sort the table and see which of this coach’s clients are overdue for a scan.
Management Use Cases
Section titled “Management Use Cases”-
Coach Check-In Audits
Head coaches and gym owners can open any trainer’s profile to make sure their clients are uploading scans regularly and receiving timely feedback. -
Balancing Caseloads Across the Team
Before assigning new incoming clients, compare the number of active clients across coaches to ensure work is spread evenly. -
Covering for Coaches on Leave
If a coach is on vacation or sick leave, open their profile to see their clients and step in to review pending check-ins.

