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Overview
Clients
Tasks
Journey
Forms
Meal Planner
Group Calls
Income
SOPs
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Tasks

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📞
Fathom Call Log
Calls processed automatically from Fathom
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Meal Planner

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Onboarding Pipeline

Track each client through all 4 steps
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Program Agreements

Signed program agreements
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Onboarding Questionnaires

Client welcome questionnaires
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Client Feedback

30 · 90 · 180 day check-ins
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Onboarding Pipeline

Track each client through all 4 steps
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Income Tracker

Commission & bonuses
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Reference Guide

Quick reference for coaches on program types, pay rates, and key definitions.

Program Types
Set on each client in the Clients tab
Regular Coaching

A fixed-term coaching program — typically 24 weeks. The client has a defined start date, a set number of weeks, and a clear end date shown in the client list. At the end of the term, a renewal conversation happens. Coach payout is $50/bi-weekly ($100/month).

MTM Regular Coaching

A month-to-month coaching program with no fixed end date — the client continues paying monthly until they decide to stop. No renewal countdown in the dashboard. Same coaching service as Regular Coaching. Coach payout is $50/bi-weekly ($100/month).

MTM Continuity

A month-to-month continuity plan — for clients who have completed their main program and are staying on at a reduced rate to maintain progress with lighter check-ins. No fixed end date. Coach payout is $25/bi-weekly ($50/month).

Coach Pay Rates
Bi-weekly invoice breakdown
Program Type Per Period Per Month
Regular Coaching $50 $100
MTM Regular Coaching $50 $100
MTM Continuity $25 $50

+ $25 new client onboarding bonus (first bi-weekly period only)  ·  + $50 per testimonial bonus  ·  Admin hours billed separately

Monthly Progress Updates

Progress updates and quarterly reviews across all your clients.

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Get Started

Your guide to everything in the Level Up Body dashboard.

👥 Clients 📋 Client Panel 🗺 Monthly Progress Updates 📬 Quarterly Reviews ✅ Tasks ✨ What's New
👥
The Clients Tab
Your full roster at a glance

Your full roster lives here. Every client row shows their compliance status, program stage, and any at-risk flags. Click any row to open that client's full panel.

🔍Use the search bar to jump straight to a client by name.
⚠️Red "At Risk" badges flag clients with low compliance or no recent activity — tackle these first.
📋
The Client Panel
Everything you need on one client

Click any client to open their side panel. Inside you'll find program info, personal tasks, trainer notes, compliance stats, goals, body stats, habits, progress photos, and their full Journey history — all in one place.

✏️You can edit their program start date, program type, and status directly from the panel — no need to go to Trainerize for basic info.
📝Trainer notes are private to coaches. Use them for context you want to remember between check-ins.
🗺
Monthly Progress Updates
Monthly coaching notes

Every client panel has a "Client Journey" section. Use it to log monthly check-ins where you record their engagement level, a key win, their main challenge, and the next focus area.

🟢
On Track
Engaged & consistent
🟡
Needs Attention
Slipping a bit
🔴
At Risk
Needs immediate follow-up
📅Your clients are split into four groups alphabetically — A, B, C, and D. One group is due each week, so you're only following up on a quarter of your roster at a time, and every client gets a check-in every 4 weeks.
Logging a check-in automatically creates a reminder task for the next monthly check-in, so nothing falls through the cracks.
📬
Quarterly Reviews
Milestone emails for new clients

For clients in their first 90 days, a green banner appears at the top of their panel once they hit day 75. Click Send Review → to compose and send a personalised progress email directly to the client.

✍️The email pre-fills from your latest Journey check-in notes, so you're not starting from scratch.
📌A high-priority reminder task is automatically created at day 85 when you log a program start date — you'll never miss a review.
📨Andrew is always CC'd automatically. Emails send from coaching@lvlupbody.com with your name as the coach.
The Tasks Tab
Your personal follow-up list

Your personal task list. Progress update reminders, quarterly review alerts, onboarding tasks, and anything you add manually all live here. Tasks are colour-coded by due date so urgent items stand out.

🔒You only see your own clients' tasks — nothing from other coaches bleeds through.
🔴Overdue tasks show in red, due-today tasks in amber. Work top-to-bottom each day to stay on track.
Staying Up to Date
What's New & feature updates

Whenever we ship improvements to the dashboard, the What's New button in the header will show a red dot. Click it to see a summary of what changed, then hit "Got it" to clear the badge.

🔔Each coach's read status is tracked separately — marking it read on your account doesn't affect anyone else.

📊 CEO Dashboard

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📞 Group Coaching Calls

Every Tuesday. Log in with the shared account, host your call, then upload the recording to Drive.

Google Meet Login
Email
teamlevelupbody@gmail.com
Password
TeamLevelUpInfo2026
Resources
📁
Tuesday Call Recordings
Google Drive upload folder
📋
Call Curriculum
Google Doc — topics & structure
📅
Client Booking Link
Share with clients to book calls
Open ↗
2026 Schedule
Fonzo Emily Las Coaches Corner

🚀 Sales Landing Page Editor

All changes are saved directly to the live page. Open a preview to check before sharing.

↗ Open Lander Preview
📣 Urgency Bar & Hero
🪜 How It Works Steps
✅ What's Included Sections
📊 Social Proof Stats
🖼 Testimonial / Result Photos

Paste direct image URLs (e.g. from Unsplash, Google Drive, or your CDN).

☑️ Qualification Checklist
❓ FAQ
📝 Footer Disclaimer
↗ Open Lander Preview
Performance Snapshot
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Goal Tracker
Well-being Check-ins
Milestone Recognition
Professional Development Log

Add Goal

Well-being Check-in

Add Development Entry