What is this?
The AI Assistant can help you search, view, and manage client information through natural language. Instead of navigating to individual client profiles, you can ask the AI to find clients, show profiles, add goals, record injuries, and update details instantly.
Why is it useful?
Managing a growing roster of clients means frequent lookups and updates. The AI lets you handle client management tasks in seconds by simply typing what you need. It is especially helpful for quick checks between sessions or when you need to update multiple clients in a row.
Step-by-Step Guide
Searching for Clients
Ask the AI to find clients by name or criteria:
- "Search for Sarah" - Finds clients matching the name with their profile details
- "List all my clients" - Shows your full active client roster
- "Who has been inactive this week?" - Finds clients who missed workouts recently
[Screenshot: AI search results showing matching client names and key profile details]
Viewing Client Profiles
Ask the AI to pull up detailed profile information:
- "Show me Sarah's profile" - Displays goals, injuries, category, and status
- "What are Jake's current goals?" - Shows specific profile data
- "Does Sarah have any recorded injuries?" - Checks injury history
The AI returns the relevant profile information directly in the chat.
[Screenshot: AI displaying a client profile summary with goals and category]
Adding Goals and Injuries
Ask the AI to create goals or record injuries for a client:
- "Add a goal for Jake: Run a 5k by March" - Creates a goal on Jake's profile
- "Add an injury for Sarah: Left knee strain" - Records an injury for training adjustments
- "Set a goal for Sarah: Lose 5kg by summer" - Adds a specific target
The AI shows an action card with the details for your confirmation before making changes.
[Screenshot: Action card confirming a new goal being added to a client profile]
Updating Client Details
Ask the AI to modify profile information:
- "Update Jake's category to Hybrid" - Changes the client's training category
- "Change Sarah's status to active" - Updates client status
Each update request shows an action card so you can review before confirming.
Things to Note
- The AI has read access to all your coaching data, including client profiles, goals, and injuries
- All changes require your confirmation through action cards
- The AI does not have access to messages, billing information, or private notes
- Client search works by name and returns the closest matches
- You can chain requests like "Search for Sarah and show me her goals"
FAQs
Can the AI delete a client?
No. The AI can add and update client information but cannot delete clients. Manage client deletion from the client profile directly.
Does the AI see private notes?
No. The AI does not have access to private notes you have written about clients.
Can I add multiple goals in one message?
Yes. You can ask something like "Add two goals for Jake: Run a 5k by March and Squat 100kg by June" and the AI will create action cards for each.
What if the AI finds the wrong client?
If multiple clients share a similar name, the AI shows all matches. Specify more details like a last name to narrow the results.
Can the AI update billing or subscription information?
No. The AI only manages coaching-related data. Billing is handled through the Business section and Stripe.