Concepts
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”
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:
Metrics can also have a unit (e.g., “kg”, “lbs”, “cm”) that appears alongside the recorded values.
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).
Groups and metrics you create are templates for your organization. They won’t appear on a customer’s profile until you assign them.
Assigning metrics to customers
Before you can record tracking data for a customer, you need to assign which metrics apply to them. This allows you to customize tracking per customer — a gym client might track weight and body fat, while a physical therapy patient tracks pain levels and mobility.1
Open the customer's profile
Navigate to the customer’s detail page.
2
Go to Tracking configuration
Click on Configure metrics or the settings icon in the Records tab.
3
Select metrics to track
Choose which metrics (and groups) should be tracked for this customer. Only assigned metrics will appear when recording data.
Recording data
To record tracking data for a customer:1
Find the customer
Navigate to a customer’s detail page and select the Records tab.
2
Add a record
Select from the metrics assigned to this customer and enter the value. Each record is timestamped so you can see changes over time.
Viewing progress
On the customer’s detail page, the Records tab shows paginated tracking history. You can edit or delete entries when your role permits it. The web chart builder can visualize numeric metrics as line, bar, or area charts. Choose the metrics and date range to compare progress over time. Use Records in the web sidebar as a shortcut: search for a customer and open their record workspace directly. The mobile app also supports tracking setup, customer metric assignment, new and backdated records, history, and line or area charts with minimum, maximum, and average values.You cannot change a metric’s type (e.g., from Number to Rating) if records already exist. Create a new metric instead.