Create, Find, and Manage Client Profiles

Find a client
The start screen is where you find and open a client profile.

1. In Find a Client, type at least 2 characters of a name or ID.
2. Pick the client from the results to open their profile.

The counters below the search (active in the last 30 days, scans this week, total profiles) give a quick snapshot of your database.

To return to the start screen and pick a different client, use File > Close Profile or the Home tab.

BodyMetrix Software YSC: athletes on a Track Wrestling roster don’t appear in this search. Use the search on the Roster tab. See BodyMetrix Software YSC: Manage Rosters and Athletes.

The client’s Home page
With a client open, Home shows their profile card, headline stats, and a Recent Activity list of their latest entries. The label on each entry tells you where it came from:

• Body composition: a completed body composition assessment, showing the body fat percentage with the weight used.
• Weigh-in: a weight-only entry, from the Weigh In button, the scale, or a weight typed on the scan page.

Create a new profile
From the start screen, click + New Profile. The form is grouped into sections:

• Who: first and last name, gender, birth date (age is calculated from it), and an optional Group.
• Body: height and starting weight, used for body composition results.
• Contact: email, phone, and address.

Required in BodyMetrix Software Pro:

• Email, typed twice to confirm. It’s the key that identifies this client across your BodyMetrix records, so a typo matters. Each client needs their own email address. BodyMetrix won’t accept an address another client already uses.
• Address, city, and ZIP or postal code.
• State, if your practice is registered in the United States.

Required fields are marked. Everything else can be added later. The new profile opens automatically when you save.

Duplicate detection: if a similar client already exists, BodyMetrix warns you and offers to open the existing profile or merge instead of creating a duplicate. Use it to keep one record per person. See Find and Merge Duplicate Clients.

Edit a profile
Open the client, then click Edit Profile on the Home profile card. You can change:

• Name, gender, birth date, and Group
• Height and weight
• Phone and address
• Email, typed twice to confirm. It can’t match another client’s email.

Changes save to the client record and flow through to measurements and reports.

About weight: weight is a measurement, not just a profile field. Changing it in Edit Profile adds a new entry to the client’s weight history, dated today. Saving other profile details never adds a weight entry.

Don’t see Edit Profile? Editing profiles is a permission. An owner or admin can grant it in Setup > User Management, in the Edit Profile column.

Deactivate a profile
Profiles are never deleted. Deactivate them instead, so the full history is kept.

1. Open the client and click Edit Profile.
2. Click Deactivate... at the bottom.
3. Pick a reason (required) and confirm.

While the deactivation prompt is open, Save and Cancel are disabled, so you finish or cancel the deactivation first.

A deactivated profile disappears from the start screen search and from active-client reports, but all of its data is kept. The profile’s History shows its full activate and deactivate timeline.

You can customize the list of reasons in Setup > Preferences > Deactivation Reasons.

Reactivate a profile

1. Go to Reporting > Clients > Account Status.
2. Reactivate the client from the list, or open their profile. A red banner on their Home page offers a Reactivate button.

Need help? Open a support case at bodymetrix.com/pages/contact-support-form and choose Software & App Support.