Client Calendar
Navigate and manage your client's training calendar, program design, and coaching tools from one comprehensive interface. The Client Calendar serves as your central hub for workout programming, assessments, consultations, and communication.
Key Features & Tools
Multiple calendar views - Day, week, month, and long-term planning perspectives
Workout programming - Add exercises and conditioning with built-in libraries
Conditioning Library - Save and reuse commonly programmed circuits, AMRAPs, and intervals
Lifestyle prescriptions - Manage habits and nutrition on separate calendar
Assessment tracking - OPEX Body, Move, and Work evaluations
Consultation management - Schedule and document client check-ins
Planning and periodization - Long-term and short-term training cycles
Direct messaging - Communicate with clients without leaving calendar
Notes and documentation - Private coach notes and client-shared documents
Calendar Navigation
Accessing Client Calendar
Navigate to "Clients" from main menu
Select client from your list
Client calendar opens automatically
Current date highlighted by default
Calendar View Options
Available Views:
Daily - Single day focus with detailed workout information
Weekly - Seven-day overview for week-at-a-glance planning
Monthly - Full month view for macro-level programming
Long-term plan - Extended cycles and periodization visualization
Switching Views:
Use view selector buttons at top of calendar
Click desired view (Day/Week/Month/Long-term)
Calendar updates immediately
Keyboard shortcuts: Shift + D (day), Shift + W (week), Shift + M (month), Shift + L (long-term)
Left Sidebar Tools
Calendar Section
Current calendar view displays by default
White cells indicate available training days
Gray cells represent rest days
Color coding shows completion status
Message Section
Click "Messages" to open communication panel
Direct message clients without leaving calendar
View conversation history inline
Keyboard shortcut: C
Assessment Section
Access three assessment types:
OPEX Body - Physical measurements and body composition
OPEX Move - Movement quality and patterns
OPEX Work - Work capacity and performance benchmarks
How to use:
Click "Assessment" in sidebar
Select assessment type
Record client data and observations
Auto-generates priorities based on results
Metrics
Track client progress categories:
Energy systems - Beginner, intermediate, advanced aerobic and anaerobic metrics
Resistance training - Strength and structural balance tracking
Custom metrics - Coach-defined tracking points
Features:
Visual progress graphs
Color-coded performance indicators (red, amber, green)
Automatic data population from assessments
Client app visibility for motivation
Consultation Section
Three consultation types:
Weekly Check-ins:
Assign templated weekly questions
Set recurring schedule
Review client responses
Track consistency
Monthly Consultations:
Record monthly progress discussions
Document client-facing and private notes
Track consultation dates
Visible in client app
Initial Consultations:
One-time onboarding consultation
Foundation for coaching relationship
Cannot be duplicated or changed
Planning and Periodization
Long-term Plans:
Multi-month training cycles
Overall program structure
Define training phases
Short-term Plans:
Individual training cycles (2-12 weeks)
Cycle type designation (accumulation, intensification, deload)
Specific priorities and focus areas
Daily plan tags
Creating Plans:
Click "Planning" in sidebar
Select long-term or short-term
Set dates, cycle type, and priorities
Add notes for each phase
Save to populate calendar
Notes and Documents
Private Notes:
Coach-only observations
Not visible to clients
Attached to specific calendar dates
Searchable and filterable
Documents:
Client-specific file uploads
Visible to client in mobile app
Meal plans, body scans, educational materials
Organized by upload date
Equipment List
Track client's available equipment
Multiple location support (home, gym, travel)
Update as equipment access changes
Informs appropriate workout design
Client Profile
Demographic information and preferences
Time zone and communication settings
Coaching Services
Visibility configurations
Progress pictures and history
Intake form responses
Billing and subscription information
Programming Workouts
Adding Exercises
Step 1: Access Workout Builder
Click on desired training day
Select "Add Workout"
Workout builder opens
Step 2: Add Exercise
Click "Add Exercise" button
Type exercise name - auto-suggests from library
Demo video attaches automatically if available
Add prescription details:
Tempo (e.g., 3010)
Reps
Sets
Rest periods
Step 3: Create Supersets
Add second exercise
Click arrow icon between exercises
Exercises combine into superset format
Adjust as needed
Adding Conditioning (Formerly Mixed Modal)
What is Conditioning? Conditioning encompasses all aerobic and anaerobic training work including:
Circuits
AMRAPs (As Many Rounds As Possible)
EMOMs (Every Minute On the Minute)
Intervals
Aerobic base work
Anaerobic conditioning
Step 1: Access Conditioning Block
Open workout builder
Click "Add Conditioning" button
Conditioning builder opens
Step 2: Build Conditioning Piece Two options:
Option A: Create from Scratch
Enter conditioning format (e.g., "21-15-9 for time")
Add exercises with demo videos
Include specific instructions
Set time domains or rep schemes
Option B: Use Saved Conditioning from Library
Start typing conditioning piece name
Select from Conditioning Library
Piece populates with all saved details
Edit if needed for this specific client
Step 3: Save to Conditioning Library (Optional)
After building conditioning piece
Click "Save to Library" icon
Enter clear name (e.g., "Fran", "Aerobic Base 30 - V1")
Add format description (e.g., "21-15-9")
Include exercise description (e.g., "Thruster / Pull-Ups")
Click save
Conditioning piece now available in:
Index → Conditioning Library
Auto-suggestions when typing in conditioning blocks
Reusable across all clients and programs
Conditioning Library
Creating Conditioning Templates
From the Index:
Navigate to Index → "Conditioning Library"
Click "Create New"
Build conditioning template:
Name - Descriptive title (e.g., "Fran", "Annie", "Aerobic Intervals V2")
Format - Structure description (e.g., "21-15-9", "5 Rounds", "30 min EMOM")
Description - Exercise details (e.g., "Thruster 95/65# / Pull-Ups")
Attach demo videos for exercises
Click "Save"
From the Workout Builder:
Create conditioning piece in workout
Click "Save to Library"
Name and describe the piece
Saves to Conditioning Library automatically
Remains in current workout and available for reuse
Using Saved Conditioning Pieces
Open any workout builder
Add conditioning block
Type name of saved piece or browse library
Select conditioning template
Inserts into workout with all details
Edit as needed - changes don't affect original template
Adding Demo Videos
When creating or editing conditioning:
Access conditioning piece in library
Click "Add Demo Video" for each movement
Paste YouTube or Vimeo URL
Videos attach to conditioning template
Videos travel with piece when inserted into workouts
Clients see videos in mobile app
Viewing Conditioning History
Track performance across conditioning pieces:
Named Benchmarks:
Search for specific conditioning piece (e.g., "Fran")
View all historical performances of that exact piece
Track progress over time on named workouts
Compare scores across multiple attempts
Format-Based History:
Unnamed pieces show history by format
Example: "3 Rounds for Time" shows all 3-round sessions
Analyze trends across similar structures
Review performance patterns by conditioning type
How to Access:
Go to Index → Conditioning Library
Select conditioning piece
Click "View History" or search icon
Review client performances and dates
Warmups and Cool Downs
Adding Warmup Sets
In workout builder, locate "Add Warmup" section
Create new or select from library
Build warmup flow with exercises
Save to library for reuse
Auto-populates when selected
Adding Cool Down Sets
Scroll to "Add Cool Down" section
Choose from saved cool down library
Create custom cool down if needed
Include stretching, mobility, recovery work
Save for future use
Lifestyle Calendar
Accessing Lifestyle Calendar
Toggle from "Exercise Calendar" to "Lifestyle Calendar"
Separate view for lifestyle prescriptions
Adding Lifestyle Prescriptions
Click broccoli icon on desired date
Select "Add Lifestyle"
Choose lifestyle type (water, steps, sleep, nutrition, etc.)
Set target values and ranges
Configure reminders and recurrence
Click "Save Prescription"
Lifestyle prescriptions populate automatically for duration selected
Top Navigation Tools
Calendar Date Navigation
Forward/Backward arrows - Move between days, weeks, or months
Month/Year selector - Jump to specific timeframe
Today button - Return to current date instantly
Search Function
Search exercise history for client
Find specific workouts by date or content
Quick access to past programming
Settings Menu
Hide/show daily plan tags in calendar
Change calendar view preferences
Customize display options
Export options access
Export Feature
Create custom client reports:
Click "Export" button
Select export format (PDF or text)
Choose date range
Select content types:
Workout calendar
Structural balance
Consultation notes
Intake forms
Short-term and long-term plans
Enter recipient email addresses
Click "Export Client Data"
Branded PDF sent automatically
RxBot AI Integration
Click RxBot icon in top navigation
Select training days for program
Fill out training intent (strength and energy systems)
Add specific programming context
Generate AI-designed program
Review, edit, and assign to calendar
Best Practices
Conditioning Library Management
Use clear naming conventions - Make pieces easy to find and identify
Save structures you'll repeat - Don't save one-off sessions
Label benchmarks clearly - Track named tests over time (Fran, Annie, etc.)
Version progressions - Save variations as separate pieces (V1, V2, V3)
Separate training from testing - Distinguish between regular work and benchmark tests
Add comprehensive descriptions - Include format and exercises for quick reference
Efficient Programming Workflow
Use keyboard shortcuts - Speed up navigation and programming
Build exercise library first - Create commonly used movements
Template warmups and cool downs - Save time with reusable flows
Leverage conditioning library - Store circuits and intervals you use frequently
Copy and paste workouts - Duplicate effective sessions across weeks
Batch program similar clients - Use tags to program groups efficiently
Client Communication
Use private notes for confidential observations
Share documents relevant to training
Message directly from calendar for context
Set reminders for important follow-ups
Update consultation notes after each session
Progress Tracking
Regular assessments - Schedule every 6-8 weeks
Monitor fitness metrics - Update progress data consistently
Review plans quarterly - Adjust periodization based on results
Track conditioning benchmarks - Retest named pieces periodically
Use visual indicators - Leverage color-coding for quick insights
FAQ
Q: What's the difference between Exercise and Conditioning?
A: Exercises are individual movements (squats, presses). Conditioning includes circuits, AMRAPs, EMOMs, intervals, and aerobic/anaerobic work with multiple exercises combined.
Q: Can I edit a conditioning piece after saving it to the library?
A: Yes. Edit the template in your Conditioning Library. Changes apply to future uses but don't affect conditioning pieces already assigned to client workouts.
Q: Do edits in a workout change the original conditioning template?
A: No. Edits made to conditioning within a specific workout only affect that instance. The original library template remains unchanged.
Q: Can I attach demo videos to conditioning pieces?
A: Yes. Add demo videos when creating or editing conditioning pieces in the library. Videos travel with the piece when inserted into workouts.
Q: Will my old Mixed Modal pieces still work?
A: Yes. All existing Mixed Modal pieces are now automatically categorized as Conditioning. No action needed.
Q: How do I track benchmark conditioning workouts?
A: Name benchmark pieces clearly (e.g., "Fran", "Murph"). Search conditioning history by name to see all performances of that specific benchmark.
Q: Can I use the same conditioning piece across multiple clients?
A: Yes. Save conditioning to library once, then reuse across any client or program. Edit per client as needed without affecting the template.
Q: What if I want to modify a conditioning piece for different fitness levels? A: Save multiple versions with descriptive names (e.g., "Aerobic Base 30 - Beginner", "Aerobic Base 30 - Advanced") rather than overwriting originals.