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Check-ins

How to set up automated client check-ins

Create a recurring wellness survey and assign it to clients so soreness, sleep, and energy answers arrive automatically between sessions.

Last updated 2026-06-13

Check-ins are recurring surveys that land in the client's app on a schedule you choose. Answers arrive the moment a client taps send, so you know how everyone feels before they walk in.

  1. 1

    Build a survey

    Go to Surveys and choose New survey. Add questions — sliders for soreness or energy, scales for sleep, or free text — or generate a starting point with AI and edit from there.

    Survey builder
    Morning Wellness · 6 questions
    Scored · 40 ptsDraft with AI
    Q1SliderTracks soreness
    How sore are your legs today?
    12345678910
    1 · NoneScore = selected value10 · Severe
    Q2Emoji scaleSaves to profile
    How’s your mood this morning?
    😞Terrible
    😕Bad
    😐Okay
    🙂Good
    😁Great
    Q3Single choiceShown if Q2 ≤ Okay
    What’s holding you back today?
    Poor sleep
    Stress
    Lingering soreness
    Add questionSliderEmojiChoiceText
  2. 2

    Set a recurring schedule

    In the survey's schedule options, choose recurring and pick a cadence (for example, every Monday). You can also trigger surveys after a specific workout instead of on a fixed day.

  3. 3

    Assign to clients

    Assign the survey to individual clients or your whole roster. Their answers flow into the client's profile and your dashboard, flagged when sleep, energy, or soreness slip.

    Wellbeing trends
    Eva Nakamura · last 8 weeks
    MoodSorenessSleepScore
    😁🙂😐😕😞
    Wk 1Wk 8
    SorenessFlagged · trending up
    Surfaced on your dashboard before it became a problem.
    Weekly wellness score
    82 / 100
    6-week streak

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