Check-ins, forms and measurements

Run weekly client check-ins, build intake forms and assessments in the plan builder, and track measurements over time, with no separate form tool to pay for.

Written by Ben July 21, 2026

Check-ins are how coaching stays coaching once the plan is delivered. Clients can send feedback on their sessions, and you can review how training felt, not just whether it happened. And because forms, assessments and measurement logs are all built in the plan builder, you don't need to bolt on a survey tool to gather any of it.

What check-ins give you

• Session feedback from the client's app after they train
• Progress tracking over time so trends are visible, not guessed
• A record you can scan before writing the next block

On Pro, habit tracking adds rich check-ins on the behaviours you've assigned, with full history. That turns "how was your week?" into something you can actually see. The habit tracking article covers the details.

A practical rhythm: review check-ins at a set time each week rather than reacting to every ping. Your clients get consistent responses and you get your evenings back.

Standalone check-ins between plans

Post-plan feedback covers each session, but sometimes you want a separate check-in to gather information on anything at all: how a week went, sleep, stress, weekly measurements. You build one as its own plan, using the form recipe below, and assign it whenever you need.

Watch a video on building check-ins (3:36).

Questions that work best

Each answer box a client types into holds up to 50 characters, so short-answer questions work best:

• Scaling questions (on a scale of 1 to 10...)
• Multiple choice
• Yes or no
• Anything that needs only a quick reply

If a question needs a longer, written answer, build that one in a dedicated form tool and drop the link into the client's plan notes instead.

Build a form in the plan builder

Creating a form is no different from creating a workout. Each question is a task.

1. Create a new plan and name it. Building it in your plan drafts or a Program Template makes it easy to reuse later.
2. Add each question as a task, exactly as you'd add an exercise.
3. Decide whether these questions join your task library. Adding them lets you track answers in the client's history; leaving them out keeps your library uncluttered.
4. Add a 'response instructions' variable so you have room to tell clients how to answer, then fill in those instructions per question.
5. Use plan notes for any general context: why the form matters, or what happens next.

Then assign the form to clients as needed; assigning plans to clients works exactly the same way as for workouts. Grouping related questions with headings and supersets keeps a longer form easy to navigate, and clients can collapse a section once they've finished it.

Build an intake form or assessment

The same build works for an intake form, a movement screening, or any assessment you run with new clients. Set each item up as a task, add clear response instructions, and you've got a reusable screening form to assign to every new client. It replaces messy paper intake sheets with something your clients fill in from their phone.

Watch the assessment walkthrough (3:34).

Track your client's measurements

If you're helping a client through a physical transformation, tracking their measurements is a great way to show the progress they might not feel day to day.

Build a task for every measurement you want to follow, for example body weight, waist, or hips. Each measurement gets its own task so its history stays separate and easy to read.

Add the measurement tasks to the client's plans the same way you'd add any task. Each time the client completes a plan and logs a reading, it's saved against that task. Open History whenever you want to see the first and latest figures side by side, along with every reading in between.

Watch the measurements walkthrough (5:00).

Once answers and readings start coming back, seeing your client's feedback covers where responses land and the tidiest ways to reply.