Assessments
Track weight, body measurements, body composition, lab values, and progress photos over time.
Assessments let you track a client's physical progress over time. Every measurement is timestamped and stored in a timeline, so you can see trends and make data-driven decisions.
Assessments can be logged by you (the practitioner) or by the client through the portal. Each entry shows a Self-logged or Practitioner badge so you always know the source.
Assessment types
Open a client → Assessments tab. You'll see four sub-sections:
Weight
The most frequently tracked metric. Each entry records:
| Field | Description |
|---|---|
| Weight | Current weight — input has a unit selector (kg / lbs) |
| BMI | Auto-calculated from height (if set on the client profile) |
| Date | Assessment date |
| Notes | Optional context (e.g., "post-Diwali check-in") |
The weight section shows:
- Current weight and BMI at the top
- Change from the previous entry (green for loss, orange for gain)
- Full history with per-entry deltas
Record a weight entry
Click Record Weight in the Assessments tab.
Enter the details
| Field | Example |
|---|---|
| Weight | 68.5 (kg or lbs — select from dropdown) |
| Date | 10 Apr 2026 |
| Notes | After 2 weeks on plan |
Save
The client's current weight updates automatically. BMI recalculates if height is set.
Encourage clients to self-log weight through the portal. Their entries appear here automatically with a "Self-logged" badge, saving you data entry time.
Body measurements
Track circumference measurements over time. Each field supports cm or inches — the unit follows your practice default but can be switched per-field.
| Measurement | Use case |
|---|---|
| Waist | Central obesity indicator |
| Hip | WHR calculation |
| Chest | Upper body tracking |
| Arm | Muscle gain tracking |
| Thigh | Lower body tracking |
| Calf | Lower body tracking |
| Neck | Sleep apnea risk, Navy body fat estimation |
The section auto-calculates Waist-Hip Ratio (WHR) when both waist and hip are recorded, shows deltas from the previous measurement, and can estimate body fat percentage using the Navy method (requires waist, neck, and height; hip for females).
Body composition
For clients using BIA machines, DEXA scans, or skinfold calipers:
| Field | Description |
|---|---|
| Body fat % | Total body fat percentage |
| Muscle mass % | Skeletal muscle percentage |
| Visceral fat | Visceral fat level (1-59 scale) |
| BMR (kcal) | Basal metabolic rate |
| Method | BIA, skinfold, DEXA, or manual |
Lab values
Record blood work and other lab results with normal range flagging:
| Feature | Description |
|---|---|
| Panel presets | Blood Sugar, Lipid Profile, Thyroid — auto-fills parameters and normal ranges |
| Custom parameters | Add any lab value with custom normal ranges |
| Auto-flagging | Values outside normal range are flagged as ↑ High or ↓ Low |
Example — recording a lipid profile:
| Parameter | Value | Unit | Normal Range | Flag |
|---|---|---|---|---|
| Total Cholesterol | 220 | mg/dL | 0–200 | ↑ High |
| LDL | 145 | mg/dL | 0–100 | ↑ High |
| HDL | 52 | mg/dL | 40–200 | Normal |
| Triglycerides | 180 | mg/dL | 0–150 | ↑ High |
Lab values are stored as structured data, not free text. This means you can track trends over time — for example, seeing how a client's HbA1c changes across multiple assessments.
Client self-logging
When the Client Portal is enabled, clients can self-log:
- Weight — from the Stats → Weight tab
- Body measurements — from the Stats → Body tab
- Progress photos — from the Stats → Photos tab (requires consent)
All self-logged entries appear in the Assessments tab with a Self-logged badge and also show up in the client's Timeline.
The Portal tab in the client hub shows a combined weight trend with both practitioner and self-logged entries, plus the engagement dashboard. Use it for a quick overview without switching to the Assessments tab.