When you are reviewing/editing a client record, the first thing you will notice is the overview tab. This tab is there to provide you with a quick summary of some of the most relevant data about a client (click here to learn more about the different tabs in client records).

client overview tab

When a client fills in a questionnaire, there are a few special fields that are linked to their corresponding counterpart in the overview tab. These are:

  • Date of birth
  • Gender
  • Pregnancy/Lactation
  • Current Weight (in Kg or Lb)
  • Current Height (in Cm, Ft, or Ft and In)
  • Current Body Fat
  • Activity Level

Note: The email and client name fields cannot be modified by the client automatically via a questionnaire – you have to enter these two fields manually when creating a new client record.

You can identify these linked fields when editing a questionnaire by finding comments like the ones highlighted in the screen-shot below.

linked fields overview

Note: If you create your own fields to replace the default fields for DOB, gender, etc, the custom fields will not be linked to the overview tab.

When you send a questionnaire to a client, she will have the chance to fill in her date of birth, height, etc.

sample questionnaire

You will receive a notification when the questionnaire is completed and returned by your client.

questionnaire completed notification

Then, if you open up the client's record, the overview tab will be populated automatically using available data fields from the questionnaire.

auto population

There are several advantages of using the overview tab. For instance, some of the most basic information about your clients can be found there. Moreover, data from the overview tab is used to compute different formulas such as BMI and BMR.

formulas BMR BMI

Using the linked fields can save you time by streamlining some of the data entry you would have to do manually otherwise.

NOTE: When a client fills in a questionnaire, any data entered in linked fields will overwrite the existing corresponding fields in the overview tab.

For example, if you send a questionnaire to a client today, and writes that his weight is 80 Kg, this value will be recorded on the overview tab today. However, if you send another questionnaire to the same client in 3 months time, and now his weight has changed to 77 Kg, this new value will overwrite the previous one in the overview tab.

Most of the time, the overwriting behavior is desirable. However, you will have to design your questionnaire slightly differently if you do not want the overwriting to occur (by creating custom fields, for example, which are not linked to the overview tab).