You coach people toward better sleep, fitness, or nutrition, and right now their progress is scattered across texts, screenshots, and your memory. This wellness coaching client tracker gives you one home for every client — their goals, their habits, and how each week is going. You open it once and see who is winning, who is slipping, and exactly who to message today. Built with Taskade Genesis, so you describe how you coach and the tracker arrives ready to fill in.
What's Included
- Client Roster: Every client with their program, start date, and current goal in one list you can sort and filter.
- Habit Log: A simple daily check-in for steps, water, sleep, or workouts — connected projects link each log back to the right client.
- Progress Notes: A running record of wins, setbacks, and what you changed, so nothing gets lost between sessions.
- AI Agent: Ask it "who missed their check-ins this week?" or "which clients hit their goal three weeks running?" and it answers from your own data.
- Automation: A weekly check-in prompt goes out to clients and a quiet alert flags anyone who goes silent, so you catch drop-off early.
How To Use
- Clone this app into your workspace from the link above.
- Add each client and their goal, then track daily habits in the Table or Board view that fits how you work.
- Set up a custom AI agent to summarize the week and surface who needs attention.
- Connect a check-in reminder with automation triggers so clients log progress without you asking.
- Coach more people without losing the personal touch — because you always know exactly where each one stands.
Pair this with the Wellness Studio Member Portal or browse more apps in the Community Gallery.