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 a pending count and the total, and two tabs switch between the views:

• Pending — check-ins waiting for your review (default)
• Reviewed — check-ins you’ve already responded to

Each card shows the client’s key numbers at a glance — nutrition adherence, step-target days, and cardio minutes — plus status flags like off-plan meals, joint pain, or an unanswered question. Check-ins that look like they need a closer look are tagged Needs attention (or High priority).

Alongside the tabs you can:

• Search for a specific client’s check-ins by name
• Toggle Needs attention to show only flagged check-ins
• Sort by longest waiting (default), needs-attention first, or client name

Reviewing a check-in

Click a check-in card to open the review modal. It opens as a centered dialog on desktop and a full-screen review sheet on mobile. The client review comes first, followed by one response workflow.

What’s in the review

The review surfaces (in order):

For long check-ins, a Jump to response button at the top scrolls you to your response section.

Reading Plan Adherence

When a submitted check-in includes enough assignment and logging data, Plan compliance shows the server-calculated Plan Adherence score and one row per assigned area. Select a row to open its weekly evidence. The information button beside the score contains confidence, Data Coverage, and nutrition target-alignment or meal-completion context.

For macro-based nutrition, the summary separates coverage (how many nutrition days were complete enough to count) from target alignment (how close complete days were to assigned targets). For meal-plan clients, it shows assigned meal completion using the meals scheduled on each date; fixed weekdays with different meal counts are scored against their own daily totals. Use the context with the score: low coverage usually means you need more logging context before changing the plan.

Older check-ins can also show a Historical nutrition snapshot inside the Nutrition row. It is kept exactly as saved and remains separate from current Plan Adherence. The app does not recalculate it with today’s plan or compare it with the current score.

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. Select Use as response draft to place the weekly focus and recommended actions into the response field, then edit before sending.

CoachGPT uses the same server-calculated Plan Adherence evidence shown in the check-in: assigned areas, completed and due opportunities, nutrition Data Coverage, target alignment or meal completion, and confidence. Weight change is treated as a separate outcome. When evidence is thin, CoachGPT should recommend gathering context rather than tightening the plan.

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:

1. The message and adjustments are saved to the check-in
2. The check-in moves from Submitted to Reviewed
3. The client receives a notification
4. 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.