AI Client Summary
Automatically generate comprehensive progress summaries for your clients using AI analysis
Who This Is For
This feature is for coaches on Enterprise tier who want to save time creating client progress reports while maintaining a personal touch. It's ideal for coaches managing multiple clients who need regular check-ins and progress updates.
What This Feature Does
AI Client Summary automatically analyses your client's data and creates a comprehensive, personalised progress report. Instead of spending 15-30 minutes reviewing data and writing summaries for each client, the AI does the heavy lifting in seconds.
Intelligent Analysis
Reviews training logs, nutrition data, measurements, habits, and communication patterns
Professional Summaries
Generates well-written, encouraging summaries highlighting achievements and areas for focus
Coach Control
Review and edit every summary before sharing—you stay in control
Easy Sharing
Share directly with clients via in-app messaging with one click
Why This Feature Exists
Writing personalised progress summaries is valuable but time-consuming. Many coaches either:
- Spend hours each week writing summaries, reducing time for actual coaching
- Skip summaries entirely, missing opportunities to motivate clients
- Send generic updates that don't feel personal
AI Client Summary solves this by handling the analysis and initial writing, freeing you to add your personal insights and coaching wisdom.
How It Works
Data Collection
When you request a summary, the AI gathers data the client has shared with you:
- Training logs and workout completion rates
- Nutrition logs and meal adherence
- Progress measurements and photos (if shared)
- Habit completion streaks
- Session attendance
- Wearable data (steps, sleep, etc.)
AI Analysis
The AI identifies patterns, achievements, and areas needing attention:
- Week-over-week progress trends
- Consistency patterns (what's working, what's slipping)
- Micro-wins worth celebrating
- Potential plateaus or regressions
Summary Generation
A professionally written summary is created with:
- Personalised greeting using the client's name
- Key achievements and wins
- Progress toward goals
- Gentle areas for improvement
- Encouraging closing message
Coach Review
You review the generated summary in the approval workflow. You can:
- Approve as-is
- Edit any section
- Add personal notes or comments
- Regenerate if needed
Share with Client
Once approved, share the summary directly via in-app messaging. The client receives a notification and can view their personalised report.
How to Set It Up
Navigate to Client Detail
Go to Dashboard → Clients → Select a client
Open Summaries Tab
Click the "Summaries" tab in the client detail view
Generate Summary
Click "Generate New Summary" to create an AI-powered report
Review and Approve
Review the generated content, make edits if needed, then approve
Share
Click "Share with Client" to send via messaging
You can also schedule weekly summaries to be generated automatically. Enable this in Automations → AI Summaries.
What Happens After Setup
- Generated summaries appear in the client's Summaries tab
- Summaries remain in "Pending Review" until you approve them
- Approved summaries move to "Ready to Share" status
- Shared summaries are logged with timestamp and delivery status
- Clients see shared summaries in their Messages
Privacy & Data Usage
AI summaries only use data the client has explicitly shared with you. If a client revokes data sharing permissions, that data will not be included in future summaries.
• AI analysis is processed securely and not stored beyond the summary generation
• Client data is never used to train AI models
• Summaries are only visible to you and the client (once shared)
• You can delete summaries at any time
Limitations & Important Notes
AI is a starting point, not a replacement
Always review AI-generated content. Add your personal insights and coaching expertise.
Data quality affects output
Clients who log consistently get better, more detailed summaries.
Not for medical advice
AI summaries should never replace professional medical guidance.
Common Use Cases
Weekly Progress Reports
Generate summaries every Sunday evening, review Monday morning, and send to clients to start their week with motivation.
End-of-Program Reviews
Create comprehensive summaries at the end of training blocks to celebrate achievements and plan next steps.
Re-engagement
For clients who've been less active, generate a summary highlighting their past wins to reignite motivation.
Frequently Asked Questions
Can clients tell it's AI-generated?
The summary is sent as a message from you. Clients see it as a personal message. Whether you disclose AI assistance is your choice.
What if a client has no recent data?
The AI will note the lack of data and suggest encouraging the client to log their activities. You can edit this before sharing.
Can I regenerate a summary?
Yes, click "Regenerate" to create a fresh summary. Each generation may vary slightly in wording while covering the same data.
How long does generation take?
Typically 5-15 seconds depending on how much client data needs to be analysed.
Is there a limit to how many summaries I can generate?
Enterprise tier includes unlimited AI summary generations.