Assign goals to a client

Posted on 25 September 2026 10:52 pm

For: Trainer

You see a client's goals on their own page, and you can assign a new goal from there.

Before you start

  • How to get here: Settings page → "Manage clients" section (badge: "Trainers only").

Steps

  1. Open a client's goals. On a client row, the "Goals" link opens the "Goals for …" page. You'll see the same KPI and goal cards as on your own Goals page, just filtered to this client. Use the "‹ Clients" link at the top to go back, and "Assign goal" to set a new goal for them.

    The "Goals for …" page: the "‹ Clients" link at the top, KPI cards, the client's goal cards, and the "Assign goal" button.

Tips

"Assign goal" from a client's goals page opens the goal form with the "Client" recipient already set — you set the goal right where you're looking at it.

When editing, you can't swap the goal type anymore — if you want to track a different metric, just create a new goal.

Troubleshooting

SymptomCauseFix
"You can only view goals for clients you're connected with."You don't have an active connection with that client.Invite them first and wait for them to approve the pairing — then you'll see their goals.

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