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Find Anything in Seconds While Using Your Mobile Phone

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October 6, 2022
Tim Saye

Personal Trainer Software

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Find anything in PT Distinction within SECONDS!

This week’s Feature Spotlight shows how to use our powerful search bar on mobile to quickly find what ever you need, whether that be searching for a client, a group, coaching item, program, or form.

It’s so easy to use and allows you to find, or execute, anything instantly.

Instantly Find Anything in PT Distinction on Mobile

In this week's Feature Spotlight, we're showing you how to use the global search function inside PT Distinction to instantly find anything on your account—especially when you're using your mobile phone.

Whether you're working between client sessions or updating workouts on the go, this tool helps you cut through menus and reach exactly what you need in seconds.

Using the Global Search Bar

Where to Find It

At the top of your PT Distinction dashboard (mobile or desktop), you'll see the search bar. Just tap on it to get started.

What Can You Search?

You can search for:

  • Clients
  • Groups
  • Forms (like PAR-Qs)
  • Programs
  • Library items

Let's walk through some examples.

Finding Clients in Seconds

Step-by-Step:

  1. Tap the search bar.
  2. Type in the name of your client.
  3. When the result appears, tap their name.

This takes you directly to their dashboard, where you can:

  • View stats
  • Add programs or forms
  • Send messages

Locate Any Group Instantly

Step-by-Step:

  1. Tap the search bar.
  2. Type the group name.
  3. Tap the result to go straight into the group dashboard.

You’ll be able to manage everything from inside the group instantly.

Access a Form from Your Library

Need to send a PAR-Q or another form to a client?

Step-by-Step:

  1. Type "PARQ" or the name of the form.
  2. Select the item from your library.
  3. Tap the three-dot menu to:
    • Preview the form
    • Copy it to a client or group
    • Edit or manage the form

Quickly Pull Up a Client's Program

Let’s say you want to check a client’s program and see their results:

Step-by-Step:

  1. Type the program name in the search bar.
  2. Toggle off the "Library items only" filter.
  3. Now you'll see both:
    • Programs from your library
    • Client-specific programs (e.g. "Sara Example")

Tap the program or three-dot menu to:

  • Preview the workout
  • Edit the plan
  • View results history
  • Check completion stats
  • Copy or delete the program

Why Use Global Search?

Using the global search in PT Distinction:

  • Saves time compared to tapping through multiple menus
  • Helps you manage client actions on the fly
  • Works flawlessly across mobile, tablet, and desktop devices

Whether you're updating a form or adjusting a workout between appointments, global search puts your entire PT Distinction system at your fingertips.

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