Link to Training Video
Key Steps
1. Open Your Staff Profile 0:00
Log in to FitProTracker.
Locate the profile icon in the top-right corner of the screen.
Click the icon, then select Profile to open your staff profile settings.
Review the profile page to confirm you are in the correct account.
2. Complete Your Personal Details 0:31
Enter your first name and last name.
Add your phone number.
Add your date of birth.
Save your changes after updating your details.
3. Add Your Signature and Email Branding 1:00
Scroll to the section for staff signature.
Create your email signature so it appears on emails sent through FitProTracker.
Update your email from label or branding name if needed.
Use the photo area to upload a profile picture for your account.
Save all branding updates before leaving the page.
4. Review the Activity Tab 1:25
Open the Activity tab to view your personal system activity.
Review actions such as notes added, pages added, and texts sent to clients.
Use this tab to confirm recent work or track your own activity history.
No changes are required here; this tab is primarily for monitoring.
5. Check and Manage Tasks 1:44
Open the Tasks tab to view your assigned tasks.
Review tasks assigned to your profile by default.
Filter tasks by Completed or All as needed.
Open a task to complete it or edit task details if permitted.
Keep this tab updated to stay on top of assigned work.
6. Set Your Logout Time 2:06
Go to the logout time setting in your profile.
Choose the session timeout that best fits your workflow:
20 minutes
60 minutes
120 minutes
Select a shorter timeout if you want stronger security.
Select a longer timeout if you frequently step away but want to avoid repeated logins.
Save the setting after making your selection.
7. Configure Notification Preferences 2:36
Open the Notifications section.
Choose which alerts you want to receive for assigned contacts.
Enable notifications for events such as:
Inbound text messages
Emails
Phone calls
New contact assignments
Digital document submissions
Select your preferred delivery method:
Email
SMS
Mobile push
Desktop notifications
If using SMS, confirm the phone number on your profile is correct.
If using mobile push, ensure the FitProTracker Manager app is installed and signed in.
8. Customize Quick Actions and Review Messages 4:05
Open the Preferences section.
Choose which quick actions should appear on contact profiles.
Reorder quick actions so the most-used options appear first.
Open the Messages tab to review text messages sent from FitProTracker.
Click a contact name in Messages to jump directly to that contact’s profile.
Verify your preferred workflow tools are visible and easy to access.
9. Final Review and Save 4:50
Review all profile settings for accuracy.
Confirm your personal details, signature, photo, notifications, and preferences are complete.
Use your updated profile settings going forward to personalize communication and improve efficiency.
Cautionary Notes
Ensure your phone number and email address are accurate before enabling SMS or email notifications.
If you enable mobile push notifications, make sure the FitProTracker Manager app is installed and logged in.
Session timeout settings affect both convenience and security; choose carefully based on your work environment.
Do not leave profile changes unsaved before navigating away from the page.
Some fields may be optional, but completing them improves email personalization and system functionality.
Tips for Efficiency
Complete your profile immediately after first login to avoid missing notifications or using incomplete contact details.
Add your signature and profile photo early so your communications look professional from the start.
Enable only the notifications you truly need to reduce alert overload.
Reorder quick actions so your most common tasks are available first on contact profiles.