All about Workflows
Workflows run your reporting and check-in admin on demand: three roster-wide reports that land in your inbox, and two single-client actions. Nothing to build.
Workflows take the repetitive reporting and check-in admin off your plate. Each one is a ready-made report or action you run on demand: there is nothing to build or configure, you pick the workflow you need and run it. This article covers the full set and what each one is for.
How Workflows work
There are five workflows, split into two groups. Three run across your whole roster and land in your inbox, so you can see the state of your business at a glance. Two run for a single client, for when one person needs a closer look or a check-in.
Across your whole roster
Client Activity Digest. Emails you who completed or skipped a plan in the last seven days across all your active clients, plus who has gone quiet. Your fast weekly read on where your attention is needed.
Client Retention Radar. Ranks your active clients by how likely they are to drift away, with a plain reason and a suggested next step for each one. It also surfaces the fresh wins, streaks, strong adherence and comebacks, with a ready-to-send well done.
Client List Export. Emails you your full client list with a plan breakdown covering upcoming, draft, done and skipped plans, completion rate and last-activity dates, plus each client's training link, with a CSV attached for your records.
For one client
Client Insight Report. Produces a coach-grade progress report for one client in a single click: the last eight weeks of plans, adherence trends, fatigue signals, and how they say they have been feeling, emailed to you as a PDF.
Client Check-in. Creates and publishes a dated check-in plan with your questions at the top of the client's plan list, then emails them with their training link and sends a push notification, all in one go. They answer right on the plan.
Which one should I use?
Each workflow is built for a specific occasion. For a full breakdown of when to reach for which, see which workflow to use when.
Getting set up
Workflows is the Coach Workflows add-on, priced at $14.99 a month on top of Pro. Once it is active on your account, the Workflows page appears in your dashboard and every workflow is ready to run. See managing your add-ons to switch it on.
Common questions
Do my clients see any of this? Only the Client Check-in reaches your client. The other four are for you: they email you or attach a file for your own records.
Do I need to set anything up before I run one? No. The workflows are ready to go. For the roster-wide ones you confirm the email address the result should go to, then run.