What is this?
When you assign a check-in to a client, you set a recurring schedule that determines how often the check-in is due. You can choose from daily, weekly, biweekly, or monthly frequencies, and pick the start date. The client receives notifications when a check-in is due and can submit their responses through the mobile app.
Why is it useful?
Consistent check-ins create a reliable feedback loop between you and your client. By scheduling them in advance, you do not need to manually remind clients or send forms each time. The system handles the cadence automatically, and you can review submissions from the dashboard without chasing anyone down.
Step-by-Step Guide
Setting the Check-in Frequency
- Go to the client's profile
- Click the Check-ins tab
- Click Assign Check-in
- Select a check-in template from your library
- Choose the frequency:
- Daily - the check-in is due every day
- Weekly - the check-in is due once per week
- Biweekly - the check-in is due every two weeks
- Monthly - the check-in is due once per month
- Set the start date for the first check-in
- Click Assign
[Screenshot: Assign check-in dialog with frequency and start date options]
How Clients Receive Check-ins
- On the scheduled day, the client receives a push notification
- They open the mobile app and navigate to the check-in
- They fill out all questions and submit
- You receive the submission and can review it from the dashboard or the client's profile
[Screenshot: Client mobile view showing a pending check-in notification]
Assigning Multiple Check-ins
You can assign multiple check-in templates to the same client, each with its own frequency. For example:
- A daily wellness check-in asking about sleep, energy, and mood
- A weekly progress check-in asking about training, nutrition, and body measurements
- A monthly detailed review covering goals, challenges, and program feedback
Each operates independently on its own schedule.
[Screenshot: Client check-ins tab showing multiple assigned check-ins with different frequencies]
Reviewing Pending Submissions
- Go to the Check-ins page from the sidebar
- This shows all pending and recently submitted check-ins across all your clients
- Filter by status to see which clients have not submitted yet
- Click any entry to view the submission or send a reminder
[Screenshot: Dashboard check-ins page with pending and submitted entries]
Late Submissions
Clients can submit a check-in after its due date. The submission is still recorded and visible in the history. Late submissions are marked with the actual submission date so you can see the delay.
Things to Note
- Clients must have push notifications enabled on their device to receive reminders
- Changing the frequency on an assigned check-in takes effect from the next scheduled date
- You can unassign a check-in at any time without losing past submission data
- Automation flows can trigger actions when a client misses a check-in
FAQs
Can I change the frequency after assigning a check-in?
Yes. Edit the assigned check-in and select a new frequency. The change takes effect from the next scheduled occurrence.
What happens if a client does not submit on time?
The check-in remains pending until the client submits. You can view overdue check-ins from the dashboard.
Can I pause a check-in schedule temporarily?
Unassign the check-in to stop the schedule. Reassign it later to resume. Past submissions are preserved.
Do clients get reminded more than once?
Clients receive a notification when the check-in becomes due. You can set up additional reminders through automation flows if needed.