Session History
Track every session for each client. View what they’ve done, add notes, and monitor their training consistency.
Viewing Session History
- Open a client’s profile
- Click the Sessions or History tab
- See all their past and upcoming sessions
What’s Tracked
For each session, you can see:
| Field | Description |
|---|---|
| Date & Time | When the session occurred |
| Session Type | Type of training (PT, group, online, etc.) |
| Status | Completed, Cancelled, No-Show |
| Duration | Length of the session |
| Notes | Any notes you added |
| Payment | How it was paid (package credit, individual) |
Session Statuses
| Status | Meaning |
|---|---|
| Confirmed | Scheduled and upcoming |
| Completed | Session took place |
| Cancelled | Cancelled before session |
| No-Show | Client didn’t attend |
Filtering History
Use filters to find specific sessions:
- Date Range - Select specific period
- Session Type - Filter by type of training
- Status - Show only completed, cancelled, etc.
Adding Session Notes
After each session, add notes while they’re fresh:
- Open the completed session
- Click Add Notes or the notes icon
- Record relevant information
- Save
What to include in notes:
- Exercises performed
- Progress or improvements
- Areas to work on
- Client feedback
- Anything to remember for next session
Note Examples
Good notes:
“Squats improved to 60kg x 8. Still working on depth. Hamstrings were tight - added extra stretching. Client mentioned shoulder discomfort during overhead press - will modify next session.”
Too brief:
“Good session”
Tracking Progress
Use session history to monitor:
Consistency
- How often do they train?
- Any gaps in attendance?
- Pattern of cancellations?
Progress
- Look at notes over time
- See how weights/reps have improved
- Track achievement of goals
Engagement
- Are they booking regularly?
- Do they cancel often?
- Are no-shows increasing?
Session Statistics
Each client profile shows summary stats:
| Stat | Description |
|---|---|
| Total Sessions | All-time completed sessions |
| This Month | Sessions completed this month |
| Completion Rate | Percentage completed vs cancelled |
| Average per Month | Typical training frequency |
Exporting History
Need to share session history?
- Open the client’s session history
- Click Export or Download
- Choose format (PDF or CSV)
- Download the file
Common uses:
- Sharing with other healthcare providers
- Client record requests
- Insurance documentation
Session Plans
If you use the session planning feature:
- Each session can have an attached workout plan
- Plans show up in the session history
- You can see what was programmed vs completed
- Notes can capture any deviations
Learn more about session planning.
Linking to Packages
Session history shows how sessions were paid:
| Payment Type | Description |
|---|---|
| Package Credit | Deducted from a session package |
| Individual Payment | Paid for separately |
| Complimentary | No charge (trial, makeup, etc.) |
This helps you track package usage over time.