Check-ins
Check-ins are how clients report progress each week. The Check-ins page is your review queue — every submission lands here, you read it, optionally adjust their plan, and send a response.
The queue
Coach → Check-ins opens the queue. The header shows three counts:
- Submitted — check-ins waiting for your review (default filter)
- Reviewed — check-ins you’ve already responded to
- All — both
The filter buttons switch between these views. A search box lets you find a specific client’s check-ins by name.
Reviewing a check-in
Click a check-in card to open the review modal. The modal has a read-only review section at the top showing what the client submitted, followed by your response section at the bottom.
What’s in the review
The review surfaces (in order):
| Section | What it shows |
|---|---|
| Header | Client name, primary goal badge, week of (start date), submitted date |
| Weight summary | Weigh-in for the week + change from previous |
| Adherence analysis | Macro adherence breakdown, structured vs. unstructured nutrition view |
| Detailed metrics | Wellness, digestive health, training performance, cardio, recovery, etc. — only sections enabled in your default config show |
| Weekly summary | Free-text summary the client wrote |
| Step breakdown | Daily step counts + target |
| Photos | Progress photos the client uploaded |
| Habits | Habit tracker (if enabled) |
| Custom fields | Any custom check-in questions you’ve added |
| Questions | Free-form questions the client asked you (if enabled) |
| CoachGPT recommendations | Optional AI-generated suggestions (see below) |
For long check-ins, a Jump to response button at the top scrolls you to your response section.
Customizing what shows
Which sections appear in the review is controlled by your default sections config — a workspace-level setting that lets you hide sections you don’t use (e.g. turn off Questions if you don’t gather them, hide Custom Fields if you haven’t added any). Set this once in your settings and it applies to every check-in review going forward.
Adjustments
Your response can include plan adjustments — small changes to the client’s targets that take effect immediately when you send the response:
- Macro adjustments — change the client’s daily protein, carbs, fat, or calorie targets
- Step adjustments — change daily step target
- Cardio adjustments — change cardio assignments
Adjustments are part of the same submission as your written response — there’s one Send response action that ships both. The client sees the new targets the next time they log in.
Adjustments are separate from the meal plan. Macro adjustments here change the client’s active targets that compliance scores against. They don’t edit the meal plan template. To overhaul the plan itself, go to Meal Plans and edit it there.
CoachGPT recommendations
If your workspace has CoachGPT enabled, a Generate recommendations button appears in the check-in review. CoachGPT reads the check-in and produces structured suggestions:
- Summary of the week
- Decision triggers (what factors most influenced its read)
- Recommended actions
- Confidence in the recommendation
- Training adjustments
- Cardio adjustments
- Macro adjustments
- Meal guidance
- Weekly focus items
- Coach questions (questions to ask the client)
- Risks or flags the client should be aware of
Recommendations are advisory — nothing is applied automatically. Use them as a starting point for your response.
CoachGPT is rate-limited to a monthly request limit per workspace, set by your plan tier. Current usage and remaining requests show after each generation; see Reference → AI Credits for the per-tier limits.
Sending a response
The response section at the bottom of the modal is where you write back. You can:
- Type a response message
- Toggle macro / step / cardio adjustments
- Note that you’ve made meal plan changes (the toggle is informational — you make the actual changes in the Meal Plans tab)
- Hit Send response
When you send:
- The message and adjustments are saved to the check-in
- The check-in moves from Submitted to Reviewed
- The client receives a notification
- Your queue counts update
If the send fails (network error, etc.), the modal stays open and you’ll see an error toast — your draft text isn’t lost.
Editing a sent response
Once a check-in is reviewed, the response is locked in. To revise, open the check-in again and the response shows as your previous write-up — you can append a new note, but the original message stays in the client’s history.