Creating check-in forms

A check-in form is the set of questions a client answers. Build forms under Check-in forms, give them to clients, and set each client's schedule (see Scheduling check-ins).

Start from the default or a blank form

New accounts start with Progress Check-in, the form the example client uses. Duplicate it and change the questions, or start from a blank form.

Daily or scheduled

A form is either a daily form (a log the client fills in each day, such as a weigh-in or a few quick questions) or a scheduled check-in that's due every 1 to 52 weeks. A client can have more than one form, for example a weekly check-in, a mid-week check-in and a daily log. Daily logs aren't reviewed on their own: their entries show inside the check-in that covers those days.

Answer types

A form holds up to 50 questions, from six answer types:

• Text for open answers ("Biggest win this week?")
• Number, with a unit and an optional range ("Bodyweight, kg")
• Scale, with the range you choose ("Sleep quality")
• Duration, entered in hours and minutes ("Sleep last night")
• Yes/No ("Any training pain?")
• Multiple choice, single or multi-select, with an optional "Other"

Each question can be required and carry helper text. A number can say which direction is good, which decides how a change is coloured in the review. Mark one number as bodyweight, and the review and the Coaching Timeline read it as the client's weight.

Follow-up questions

A question can show only when an earlier answer matches, so you ask "Where's the pain?" only when "Any training pain?" is yes.

Photos

Turn photos on for a form and choose the poses it asks for, up to 20 a check-in. Start from a set of poses, or, for one client, from the poses they already send. See Progress photos.

Editing a form

Edit freely. Each check-in keeps the questions exactly as the client saw them, so past check-ins never change when you edit the form.

Next: Scheduling check-ins.