Update client weekly weight across CRM and boards
Update client weekly weight across CRM and boards
Your client weight submissions arrive in separate tools, leaving coaches without recent progress before sessions. Consolidate updates so coaches see current weights same day.
Overview
When weight confirmations arrive in different systems they often sit untracked or require manual copying. This workflow consolidates each confirmation into the client profile, program board, and spreadsheet so coordinators and coaches see up-to-date progress within minutes.