Client Quickview Profiles: A Faster Way to See What Clients Need
If you coach a lot of people, you know the feeling: you open your software, and you’re instantly sorting through messages, check-ins, calendars, and notes just to answer one simple question, “Who needs me right now?” CoachRx’s Client Quickview Profiles, also called hover cards, were built for that exact moment.
Instead of hunting for updates in one specific dashboard section, you can now get quick client status cues anywhere you see a client avatar, along with shortcuts to key actions.
What are Client Quickview Profiles (hover cards)?
Client Quickview Profiles are small pop-up panels that appear when you hover over a client’s avatar in CoachRx. Think of them like a quick client snapshot. You don’t have to click into a full profile just to see what’s due or what changed.
The goal is simple: quick insight into what’s happening with a client, right when you’re looking at them.
CoachRx already has areas like “needs attention” or client insights on the dashboard. Hover cards take that same idea and spread it across the app, so the info shows up where you’re already working.
Where you’ll see hover cards in CoachRx
The big change is coverage. These quick views aren’t locked to a single screen.
You’ll see the hover card anywhere a client avatar appears. So as you move around CoachRx, the same quick status system follows you. That matters because most coaches don’t work in a straight line. You might start in messaging, jump to scheduling, then check progress, then back to messaging again.
With hover cards, you can keep momentum instead of stopping to open and close profiles all day.
What information shows up in the hover card?
When the hover card pops up, it provides immediate status updates in a few key areas:
Movement
Lifestyle
Consultation
Insight needs
It also gives direct access to common actions, so you can go from “I see what’s needed” to “I’m handling it” without extra steps.
Quick actions you can take from the hover card
From the hover card, you can jump straight into:
Messaging the client
The client calendar
The trends and lifestyle dashboard
That last one is especially useful when the system flags a new insight, because the hover card can send you straight to the place where that insight lives.
The status ring: a clear visual cue at a glance
The most noticeable part of the feature is the visual status ring around the client. It’s designed to answer “what’s due?” without reading anything.
You may see different colors around different clients. Each color has a specific meaning tied to what CoachRx thinks needs attention.
Hover card colors and what they mean
Ring colorWhat it indicatesWhat to do nextBlueExercise is dueReview movement or exercise-related items that need actionGreenLifestyle is dueCheck lifestyle items that are ready for review or follow-upPurpleConsultation is duePrep for, schedule, or complete the consultation-related workYellowNew insight availableGo to the lifestyle and trends dashboard to view the insight
Yellow is a little different from the others because it points to something new, not just something due. If you see that yellow ring, the intention is that you notice it fast, hover, then head right to the lifestyle and trends dashboard to see what changed.
How CoachRx decides which color you see first (priority order)
Sometimes a client could have more than one thing going on. Maybe exercise is due and lifestyle is due, or a consult is due and there’s also a new insight available.
CoachRx handles that by showing only the highest priority color on the ring. The priority order is:
Exercise
Lifestyle
Consultation
Insight
So if multiple items are due, the ring color you see is the one CoachRx wants you to handle first. The idea is that you can scan a list of clients and instantly know who’s at the top of the pile.
This is a small design detail, but it changes how you move through your day. Instead of treating every alert like the same level of urgency, the ring nudges you toward a consistent order.
How this helps day-to-day coaching work
Hover cards are about reducing tiny friction points that add up. A click here, a page load there, a back button, then repeat, it doesn’t feel like much until you’ve done it 80 times.
Here are a few practical ways coaches can use the feature.
When you’re scanning clients to find the next action
If you’re opening CoachRx and trying to decide what to tackle first, the status ring gives you a fast sort signal. You can move through client avatars and spot who has exercise due (blue) or lifestyle due (green) without opening each profile.
When you’re already in the middle of a task
A common coaching flow looks like this: you’re reviewing something, then you remember you also need to message a client, then you go searching for the message area or the client profile.
With hover cards, you can hover over the avatar and jump right into messaging. Same goes for the client calendar. If you realize you need to check timing or schedule around something, it’s right there.
When a new insight pops up
The yellow ring is meant to get your attention without forcing you into a separate notifications workflow.
If you spot yellow, you can go straight to the lifestyle and trends dashboard and see what CoachRx is flagging as new. That’s helpful because insights are only useful when you actually see them and act on them.
A quick example of using hover cards during a busy coaching block
Picture a normal coaching hour where you’re checking on several clients back-to-back.
You start scanning avatars and notice one client has a blue ring. You hover, confirm exercise is due, then message them right from the hover card to ask a quick follow-up.
Next, you spot a green ring on another client. You hover, see lifestyle is due, then decide to open the trends and lifestyle dashboard to review patterns before you respond.
A third client shows purple, so you know consultation is due. You jump into their calendar right away to confirm the scheduled time or plan the next consult.
And if any client shows yellow, you treat it like a new signal, open the lifestyle and trends dashboard, and see what insight CoachRx surfaced.
Nothing about this changes how coaching works at the human level. It just reduces how much effort it takes to stay oriented.
How to try the feature in CoachRx
If you’re already using CoachRx, this is one of those features you can start using right away as you move through your normal workflow. Any time you see a client avatar, it’s worth pausing for half a second to check the ring and hover for the quick view.
If you’re not inside the platform yet, CoachRx offers a free trial. You can start from the official CoachRx professional coaching software home page.
If you want extra help setting up your coaching systems, these free resources are also available:
More updates are coming to hover cards
This release is positioned as a starting point, not the final version. The feature will continue to be developed, which is good news if you like the direction here.
Even in its current form, the concept is clear: give coaches a quick, consistent way to spot client needs and take action from wherever they are in the app.
Conclusion
Client Quickview Profiles in CoachRx turn the client avatar into a quick status dashboard, with color-coded rings that show what’s due and shortcuts that help you act fast. Blue, green, purple, and yellow each point to a specific coaching need, and the built-in priority order keeps your attention on the right thing first. If you want a smoother way to scan clients and respond without bouncing between screens, this feature is worth adding to your daily rhythm. Try it in CoachRx, and see how much faster it feels when the next step is always one hover away.
