Basecamp
Clients & the grid
The client grid in Basecamp, the web workspace for coaches: what each figure on a client card means, who is online, sticky notes and archiving.
6 articles
Sticky notes
Pin notes to your workspace, move them, color them, minimize them. Private to you, which makes them the wrong place for anything about a specific client.
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Archiving a client, and the Foundation wait
Archiving is reversible everywhere except on the free plan, where a 14-day wait applies before you can bring someone back. Know that before you archive anyone.
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Managing a client from Basecamp
Notes, preferences, assigned forms and the fields you cannot change. Everything about one person, in one panel, on a screen big enough to read it.
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Seeing who is online
Basecamp shows which clients are in the app right now, how long they have been there, and when you last saw everyone else. Useful, and worth using carefully.
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The figures on a client card
Workouts, exercises, updates, engagement, weight, sign-in streak and Academy lessons. What each one counts, and which are worth acting on.
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Reading the client grid
Every client as a card, sortable by how recently they were active. The sort that matters most is the one nobody uses: least recently active.
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