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How to track and follow up on missed check-ins

See which clients missed their check-ins each week and nudge or remove them from your inbox or the Missed check-ins report

Written by Agatha Beise

Superset flags clients who didn't complete an assigned check-in and groups them for you, so you can follow up without digging through each client profile. You'll find this in two places: a weekly summary in your Inbox, and a full report under Forms.

Follow these steps

From your Inbox (weekly summary)

  1. Every Monday, Superset adds an item to your Inbox if any clients missed a check-in the week before. It reads like "3 clients missed check-ins (Jun 2–Jun 8)".

  2. Open the All tab in your Inbox to find it.

  3. Click the item to open the side panel. You'll see each client, how long it's been since their last check-in, and quick actions.

  4. Click See full detail to jump to the complete report.

From the full report

  1. Go to Forms in the main menu.

  2. Click the Missed check-ins tab.

  3. Pick the week you want from the date filter.

  4. Review the list. Each row shows the client, which dates they missed, how many they missed, and how long since their last completed check-in.

  5. Use the menu on any row to nudge or remove.

💡 Tip: The colored badge under Days since last check-in tells you who's most overdue at a glance. Green is recent, yellow is overdue, red means it's been 15+ days or they've never checked in.

Actions you can take

Nudge client sends the client a reminder to finish their check-in. It links them straight to the form that's waiting.

Remove check-in deletes the missed check-in. Use this when the check-in shouldn't have gone out, or the client doesn't need it anymore. You'll get a confirmation before it's removed.

Notes & best practices

  • Nudge is limited to once per client per day. If you already nudged someone in the last 24 hours, Superset won't send another and will tell you.

  • Removing a check-in is permanent. It deletes the check-in, and the client is not notified. If you still want them to check in, you'll need to send a new one manually.

  • On multi-coach teams, admins and managers see everyone. Coaches on the lowest permission tier see only their own clients in the report and don't get the weekly Inbox summary.

FAQ

Why isn't a late client showing as missed?

Because they completed the check-in. Once a client submits, they're no longer counted as missed, even if they were days late.

I removed a check-in by accident. Can I undo it?

No, removing is permanent. You'll need to send the client a new check-in manually.

Does removing a check-in tell the client?

No. Removing is silent on the client's side. Only Nudge sends them anything.

I nudged a client but it says no nudge was sent. Why?

You can only nudge the same client once every 24 hours. Wait a day and try again, or follow up another way.

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