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Check-ins

AndreiWritten by Andrei

What is this?

Check-ins are recurring forms that you assign to clients to collect regular feedback. Clients fill them out on a schedule (daily, weekly, etc.) and you can review their responses, track trends, and compare submissions over time.

Why it is useful

Regular check-ins keep you informed about how your clients are feeling, recovering, and progressing. Instead of relying on clients to message you updates, check-ins create a structured feedback loop that makes sure nothing falls through the cracks.

Use Cases

  • Weekly progress check-ins asking about training, nutrition, and recovery
  • Daily wellness check-ins tracking mood, sleep, and energy
  • Monthly body measurement submissions
  • Post-program feedback surveys

Step-by-Step Guide

Creating a Check-in Template

  1. Go to Library > Forms > Check-ins
  2. Click Create Check-in
  3. Give it a name and description
  4. Add questions using different types:
    • Text for open-ended answers
    • Number for measurements
    • Rating for scale-based feedback (e.g., 1-10)
    • Yes/No for simple binary questions
    • Multiple Choice for predefined options
    • Scale for slider-based input
  5. Mark questions as required or optional
  6. Click Save

[Screenshot: Check-in builder with different question types]

Assigning a Check-in to a Client

  1. Go to the client's profile
  2. Click the Check-ins tab
  3. Click Assign Check-in
  4. Select a check-in template from your library
  5. Set the frequency (daily, weekly, biweekly, monthly)
  6. Choose the start date
  7. Click Assign

[Screenshot: Assign check-in dialog with frequency options]

Reviewing Submissions

  1. Go to the client's Check-ins tab
  2. You will see a list of all submissions with dates
  3. Click any submission to see the full responses
  4. Use the Compare feature to view two submissions side by side
  5. Use the Download button to export the data

[Screenshot: Check-in submission detail page with responses]

Comparing Check-ins Over Time

  1. Open a check-in submission
  2. Click Compare
  3. Select another submission date to compare against
  4. View the differences side by side

[Screenshot: Check-in comparison view with two dates]

Reviewing Check-ins from the Dashboard

  1. Go to the Check-ins page from the sidebar
  2. This shows all pending and recent check-in submissions across all clients
  3. Click any submission to review it directly

[Screenshot: Check-ins review page with submissions from multiple clients]

Things to Note

  • Clients receive a notification when a check-in is due
  • You can edit check-in templates at any time, but changes do not affect already-submitted responses
  • Check-in data is visible to both coach and client
  • Automation flows can trigger actions based on missed check-ins

Common Problems

The client says they did not receive a check-in notification Check that push notifications are enabled on their device. Also verify the check-in frequency and start date.

I want to change the questions on a check-in that is already assigned Edit the template in the Library. New submissions will use the updated questions. Past submissions are not affected.

FAQs

Can I assign multiple check-ins to the same client?

Yes. You can assign different check-in templates with different frequencies.

Can clients submit check-ins late?

Yes. Clients can fill in a check-in after the due date.

Can I see trends across multiple check-ins?

Use the comparison feature to view two submissions side by side. Chart views may be available depending on the question type.

Can I export check-in data?

Yes. Use the Download button on any submission to export it.

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