FitFocus Help Center

Scheduling recurring check-ins

Set up a recurring check-in form that goes out automatically on the schedule you choose.

Halim
Written by Halim

Forms let you collect structured responses from your clients. The most common use is a recurring check-in that goes out automatically on a set schedule, so you get a regular read on how each client is tracking without having to ask every time.

  1. Open Forms from the left-hand menu and create a new form.
    Open Forms from the left-hand menu and create a new form.
  2. Name what your recurring check-in form will be called and make sure to select “Check-in” in Form Type
    sure to select “Check-in” in Form Type
  3. Set the schedule: the day and time it goes out, for example every Sunday at midday.
    Sunday at midday.
  4. Add your questions, choosing a question type for each.
    Add your questions, choosing a question type for each.
  5. Save the form and assign.
Save the form and assign.

Question types

Each question has a type you choose as you build the form. The ones shown so far include:

  • Free text, for open answers such as “How are you feeling this week?”
  • Numeric, for a number answer.
  • Scale or rating, for example rating the week out of five.
  • Date, for asking when a client is available.

Your check-in then sends automatically on the schedule you set. When a client completes one, it appears in their timeline as a submitted check-in. This is the coaching check-in, which is separate from nutrition food logging. See Understanding the timeline.