How to set up automated check-ins

Go to your Clients dashboard and click on the client's profile

Click the "Check-ins" sub-nav link or scroll down to "Check-ins" and select "Create check-in"

Select how often your client will receive the check-in form by choosing either "recurring" or "one-time"

If recurring, select the "day" and "type" (bi-weekly or weekly) you'd like the form to be sent

Select or deselect questions you'd like to include in the check-in.

Select "Preview" to view the form as a client and "Create" to save it.

The check-in status will appear as "upcoming" until it is sent to the client. Once the check-in has sent to the client, the status will change to "pending" until it is completed.