Check-ins

Structured Client Check-ins & Review Queue

Check-ins are the centre of async coaching, so they are the centre of Tyzra. Custom templates collect exactly the data you want, and a dedicated review queue turns Monday's pile of submissions into a fast, focused workflow.

Templates that match how you coach

Build check-in forms in a visual editor with up to 50 fields per template. Choose from five field types - text, number (with units and ranges), 1-10 scales, yes/no, and multiple choice - and add conditional logic so follow-up questions only appear when they are relevant. Mark a template as default and every new client on that frequency gets it automatically.

Daily, weekly, monthly, and quarterly frequencies
Per-field helper text, required flags, and trend direction (so a dropping number can be green or red depending on the goal)
Editing a template never rewrites history - every submission keeps a snapshot of the form the client actually filled in

Scheduling that runs itself

Set a due day and time per client - day of the week for weekly check-ins, day of the month for monthly, and an anchor date for quarterly. Clients get a reminder email on the day their check-in is due, skipped automatically if they have already submitted. You can open an early-submission window of 1-7 days, or leave a template on-demand with no schedule at all.

A review queue, not a pile of notifications

All pending check-ins land in one inbox, sortable by client, date, and how long each client has been waiting. Expand a submission inline for a quick look, or open the full review workspace: the submission, progress photos compared side-by-side against previous weeks, metric trends with sparklines, and the client's habit compliance - all on one screen. Queue up submissions and step through them without going back to the list.

Keyboard-first: arrow keys to move, Enter to expand, R to mark reviewed, Cmd+Enter to save feedback and advance
Batch-select and mark multiple check-ins reviewed at once
Filter by frequency, pending only, or everything

Feedback with structure

Every review produces three things: a summary the client sees, an ordered list of action items for the week, and internal notes only you can see. Reusable feedback snippets drop your standard guidance into any field so you never retype the same advice twice.

Details that matter

Up to 50 fields per template, 5 field types, conditional show/hide logic
4 frequencies: daily, weekly, monthly, quarterly - one template per frequency per client
Timezone-aware due-day reminder emails, skipped if the client already submitted
Up to 6 progress photos attached to each check-in
50 reusable feedback snippets, up to 2,000 characters each
Full keyboard shortcuts across the inbox and review workspace
One batched digest email of pending reviews instead of per-submission notifications

Frequently asked questions

Can clients see my internal notes?

No. Feedback has three layers: the summary and action items are shown to the client, internal notes are visible only to you.

What happens to old check-ins if I edit a template?

Nothing. Every submission stores a snapshot of the template as it was when the client filled it in, so history always shows exactly what was asked and answered.

Do clients get reminded automatically?

Yes. Clients receive a reminder email on the day a weekly, monthly, or quarterly check-in is due, in your timezone, and the reminder is skipped if they have already submitted. Daily check-ins deliberately never trigger reminder emails.

Can a client check in early?

If you allow it. Each assignment can have an early-submission window of 1 to 7 days before the due date, or you can leave a template on-demand so the client can submit whenever they are ready.

Included on every plan, free up to 5 clients

No add-ons and no feature gates - only the client limit changes between plans.

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