Contacts List

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by Sophie Gladman
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Trainers can immediately see how many clients are active, inactive, or pending, and can build precise filtered views of their client base.

New contacts.png

 

  • High-level stat cards — Total clients, Active (7d), Inactive (7d), and Pending activation counts at the top of the page, with trend deltas and click-through to pre-filtered views.

     

  • Progressive chip-based filtering — filters are added one at a time via "+ Add filter", each becoming a self-describing chip (e.g. Logged workouts · 7d, Assigned to · Tom Gibson +2) that can be individually edited or removed

     

  • Activity-based filtering — filter clients by what they have or haven't done (workouts, nutrition, habits, check-ins, progress photos, measurements, forms, event attendance) over a custom time period

     

  • New columns and sorting — Last seen and Date added columns, with sorting by name, date added, and last seen

     

  • A proper "active client" definition — a consistent, platform-wide definition of activity now powers the stat cards and status filters

     

    The stat cards

    Four cards sit in a horizontal row at the top of the Contacts page

    Total clients

    30 days

    vs previous 30 days

    Clears all filters and opens the filter builder

    Active

    7 days

    vs previous 7 days

    Applies Status filter: Active clients · 7d

    Inactive

    7 days

    vs previous 7 days

    Applies Status filter: Inactive clients · 7d

    Pending activation

    — (count only)

    None

    Applies Status filter: Pending

    Filtering

    The "Filters" button sits inline with the search bar and shows a badge count with a brand tint when filters are active. Filters are added via + Add filter, which offers: 

    Client status, Client activity, On a program, Purchased a package, In a client group, Active packages, and (below a divider) Assigned to trainer.

     Each filter added becomes a chip in a wrapping row between the toolbar and the table, followed by + Add filter and Clear all.

    contacts filtering.png
    contacts filter programs: packages.png


    Columns and sorting

    Clients view: Name, Email, Last seen, Date added, Assigned to.

    Date added shows when each client was added to the platform, is populated for all existing clients, and powers the "Newest added" / "Oldest added" sort options

    Assigned to always shows for organisations with more than one trainer, regardless of the filters applied. Single-trainer accounts don't show the column, as it would be redundant. On smaller viewports it takes priority over Date added, which is dropped first

    Trainers view: Name, Email, Last seen.

    Sort options: A–Z (default), Z–A, Newest added, Oldest added, Last seen (newest), Last seen (oldest). The selected sort persists across navigation.

    contacts sorting.png


    Row actions

    Available from the ellipsis menu on each row:

    Client rows: Send chat · Freeze / Unfreeze / Resend activation (contextual on the client's state) · Delete

    Trainer rows: Send chat · Delete

    New contacts 3 dots with freeze.png


 

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