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Tracking lets you record and monitor customer data over time. This is useful for businesses where customer progress matters — like fitness, physiotherapy, nutrition, or coaching.

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Concepts

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Groups

Groups organize related metrics together. For example:
  • A gym might have groups like “Body measurements” and “Performance”
  • A clinic might have “Vitals” and “Recovery progress”

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Metrics

Metrics are the individual data points you track within each group. Each metric has a type that determines what kind of data you record:
TypeDescriptionExample
NumberA numeric valueWeight (kg), blood pressure
BooleanYes or no”Completed exercises at home”
SelectPick from a listPain level (none, mild, moderate, severe)
RatingA rating scaleSatisfaction (1–5)
TextFree-form noteSession observations
Metrics can also have a unit (e.g., “kg”, “lbs”, “cm”) that appears alongside the recorded values.

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Setting up tracking

1

Create a group

Go to Tracking in the sidebar and create a new group. Give it a name and optional description.
2

Add metrics to the group

Within the group, add the metrics you want to track. Configure the type, unit, and options (for select type).

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Recording data

To record tracking data for a customer:
1

Find the customer

Go to Records in the sidebar, or navigate to a customer’s detail page and select the Records tab.
2

Add a record

Select the metric and enter the value. Each record is timestamped so you can see changes over time.

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Viewing progress

On the customer’s detail page, the Records tab shows all tracking data over time. You can see trends and patterns in the recorded values.
You cannot change a metric’s type (e.g., from Number to Rating) if records already exist. Create a new metric instead.