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How do I set up a weekly check-in?
Build a check-in form once, set it as the default, and review submissions in one place.
Go to Content, then Check-in forms
Create a form. Standard fields cover weight, photographs and the usual measurements; custom fields cover whatever you actually ask.
Add the questions you really ask
A custom field can be a number, a short answer, a paragraph or a rating, with its own units and limits. Sleep quality as a rating out of five is a typical one.
Set it as the default for new clients
There is a switch for this on the form. It saves assigning the same form by hand every time somebody joins.
Review what comes in
Submitted check-ins arrive against the client. You reply there, and your reply reaches them in the app.
Worth knowing
- Photographs in a check-in are private to the coaching relationship. Nobody else on the platform can see them.
- Clients can be reported and blocked like anyone else, and a check-in photograph can be reported from the review screen if it needs to be.