Check-in forms are an easy way for you to stay connected with your clients and track their ongoing progress. Your clients can fill them out regularly to share how they’re feeling, what they’ve been working on, and their progress toward goals.
Customize your client's experience and collect information on multiple areas of health and wellness by using multiple forms!
Here is what a check-in form typically covers:
- Progress Updates: How are workouts, nutrition, and/or habits going? (Possibly on a scale of 1-10)
- Well-being Check: How is the client feeling physically (energy, soreness) or mentally (motivation, stress)?
- Goals & Adjustments: Are they on track or do they need adjustments to stay aligned with their goals?
- Challenges: What obstacles are they facing, whether in workouts, nutrition or consistency?
- Feedback: Are they enjoying their program or are there areas for improvement?
- End of training survey: Have a client that's finished their programming? Are they possibly moving on to other things– get feedback on their experience training with you!
How to Create a Check-in Form
Check-in Forms can only be created by the Account Owner or Admins. Managers, shared trainers, and regular trainers cannot create forms.
1. Hover over the Master Libraries tab and select Forms from the menu options. This will take you directly to the form builder.
2. On the Forms tab, click the blue NEW button to create a new form.
3. Drag and drop the items you would like to include into your form from the menu options:
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Single Answer Question, Multiple Answer Question, Text Answer Question, A Rating from 1-10.
4. Once you have dragged and dropped a question, enter the relevant information into the available fields:
- Select the blue Add an option text to add answer under your question when applicable.
- The maximum number of answers you can include per single/multiple type questions is 7.
- Toggle the Required Switch to the ON or OFF positon to make a question optional/required
5. Repeat these steps until you have all the questions / components that you would like included in your Check-in Form.
6. Once your form is complete, hit the blue SAVE button.
To preview your form as it will appear to a client, select the PREVIEW button.
How to Edit a Check-in Form
Check-in Forms can only be edited by the Account Owner or Admins. Managers, shared trainers, and regular trainers cannot edit forms.
Once your check-in form is created, it cannot be deleted. If you do not wish for your clients to receive the form(s), simply disable the feature in the settings.
1. From the overview page, hover over the Master Libraries tab and select Forms from the menu options.
2. Click the Edit button next to the Check-in Form you would like to adjust.
3. Modify the information / questions on your check in form:
- Delete a question by clicking the bin icon:
- Drag and drop to reorder questions:
- Edit content by clicking on the related text-boxes/fields:
- Click the Paper icon to duplicate an existing question.
4. To save your edits, click the blue SAVE button.
Please note: If the Check-in Form is already scheduled on a Master Program or a client’s calendar, updates won’t apply automatically. You’ll need to re-schedule the form for the changes to take effect.
How to Schedule Check-in Forms Directly into a Program Calendar
1. From the Overview page, navigate to the Master Programs tab.
2. Navigate to your Master Program calendar and select the blue Schedule button. Choose Check-in Form from the drop-down menu.
3. You have the option to schedule one or multiple forms on a specific day and/or set-up repeating options for recurring check-ins.
4. Once finished, hit the blue SAVE button.
How to Assign a Check-in Form to an Individual Client
- Open a client's profile and navigate to their Calendar tab.
- From the calendar, click the blue Schedule button.
3. You have the option to schedule one or multiple forms on a specific day and/or set-up repeating options for recurring check-ins.
4. Once finished, hit the blue SAVE button.
How Clients Receive a Check-in Form
Once your check-in form has been assigned to a client or scheduled into a program, clients will receive a push notification when it's time to fill out their check-in form:
If a client closes the notification, they can access their form via their client dashboard once they're ready to fill it out.
Clients can enable this 'Daily Reminder' notification within their notification settings on the mobile app. This will ensure they receive all items scheduled in the calendar, including the check-in form if it is scheduled.
Clients will see the Check-in form as a scheduled item in their THINGS TO DO TODAY section on the client dashboard (on mobile and web):
Check-In Form Notifications
Trainers can receive in-app notifications when a client submits a Check-in Form. This helps you stay up to date with client responses without needing to manually check for new submissions.
When a client submits a Check-in Form:
- On web, a notification appears in the notification center, accessible from the bell icon.
- On mobile, an in-app notification is delivered to the coach’s mobile app.
Selecting the notification takes you directly to the submitted form so you can review the client’s response more quickly.
Managing Check-In Form Notifications
To update your Check-in Form submission notifications, go to your account notification settings and adjust the Custom Form Submissions notification option. By default, the notifications are set to In-App. Email notifications for check-in forms are not currently supported.
For full steps on managing notification preferences, visit: Managing General Notification Settings.
Reviewing Client Check-in Form Responses
After a client has filled out a Check-in Form, you can review their responses in multiple areas.
1. From their Client Card
This view allows you to review individual submissions and compare forms side by side.
- From the Overview page, navigate to the Clients tab.
- Click on a client's name to open their Client Card and select Check-in from the tab options.
Comparing Check-in Forms Side by Side
Use the Compare toggle to display a split view and review multiple check-in submissions at once.
This allows you to:
- Compare responses from similar forms across different submission periods
- Compare different types of Check-in Forms
- Track progress, trends, and changes in client responses over time
- View multiple submission periods in a single, unified layout
How to Use the Check-In Form Comparison View
- Toggle on the Compare view.
- Select which forms types to compare using the drop-down.
- Similar forms: allows you to compare form responses from similar Check-in forms.
- Different forms: allows you to compare form responses from different Check-in Forms.
2. Select a scheduled date.
- Use the calendar view selector to choose a date in which the form was completed and/or scheduled for the client.
2. Directly on the Client Dashboard
- From the Overview page, navigate to the client's tab.
- Click on a client's name to open their Client Card, click the blue Open button.
Click their completed Check-in form to review.
3. From the Client's Calendar
- From the Overview page, navigate to the client's tab.
- Click on a client's name to open their Client Card and click the blue Open button.
Select the Calendar tab and click their completed Check-in form to review.
4. On the Overview page, under Recent Activity:
- Navigate to the Overview page
- Check-in form responses will populate under Recent Activity.
- Optionally, filter by Forms to view responses only.
Edit a Submitted Check-In Form Response
Coaches with access to a client’s profile can edit answers on a previously submitted Check-In Form from the web app. This allows you to correct an answer or update information after following up with the client without asking them to complete the form again.
To edit a submitted Check-In Form:
- Open the client’s profile card.
- Navigate to the Forms tab.
- Open the submitted Check-In Form you want to update.
- Select the Edit icon.
- Update the client’s answers as needed.
- Select Submit at the bottom of the form.
Required questions cannot be left blank when saving your changes.
After the form is updated, the most recent editor and edit date are shown on the submitted form. Any form comparison views will also use the updated answers.
FAQ
How many forms can I create?
Account Owners and Admins can create an unlimited number of forms under the Master Libraries > Forms section of their web account.
Why can't my trainer create a Check-in Form?
Only Account Owners and Admins can create and/or edit Check-in Forms.
Managers, Shared Trainers, and Regular Trainers cannot create them, but can schedule existing Check-in Forms onto client program calendars.
Can trainers receive notifications when a client submits a Check-in Form?
Yes. Trainers can receive in-app notifications when a client submits a Check-in Form.
These notifications can be managed from My Account > Notifications > Custom Form Submissions. You can choose whether to receive in-app notifications or turn them off.
