How do I review, comment on, and compare form submissions?
Work the submission queue, mark submissions reviewed with or without comments, and compare two of a client's check-ins side by side.
Every submission from every client lands in one queue. Each one starts Pending and you move it to Reviewed — optionally with comments, which is the only thing that notifies the client.
Reviewing happens on the web dashboard. The coach mobile app opens the same dashboard, so everything here works there too.
Review a submission
- Go to Forms → Form Submissions. Tabs split Check-Ins, One-Time, and Public, each showing its pending count. Filter by Pending or Reviewed, and search by form name.
- Open a submission to see every answer, its agreements, and the submitted date.
- Click Mark as reviewed.
- Optionally add Comments to client — up to 1,000 characters. The modal footer tells you whether the client will be notified.
With comments, the client gets a notification and your comment is posted into your chat conversation with them. With no comment, the review is silent.
Clear several submissions at once
Tick the row checkboxes and click Mark reviewed. Bulk review is always silent — it never sends comments or notifications.
To undo a review, use the row action on a reviewed submission to flip it back to Pending. The client isn't notified.
Review from a client's profile
Each client's profile has a Forms tab with two halves:
- Assigned forms — every check-in and one-time form they have, tagged Linked or Custom, with schedule and last-submitted info.
- Submissions — that client's submissions, with Awaiting and Reviewed filters.
Compare two submissions side by side
When a client has at least two submissions, use Compare on the Submissions list, or a submission card's compare action, and pick any two to view side by side. It's the fastest way to read week-over-week change on a check-in.
See check-ins on the client calendar
Check-ins appear on their scheduled days on the client's calendar — ticked when submitted, flagged when a past day was missed. A filter toggles check-in visibility and shows the month's completed-versus-total count.
Clicking a completed item opens the submission. Clicking one that isn't completed opens the form's editor instead, and a linked check-in asks for confirmation before opening the master template. The calendar never opens a fill flow.
Who gets told about new submissions
| Submission type | Who's notified |
|---|---|
| Check-in or one-time | "Check-In Completed" / "Form Completed" to the head coach, team members assigned to that client, and admins |
| Public | "Public Form Completed" plus an email to whoever created the form |
Public submissions have no comment step — reviewed or pending only.
Quick answers
Why didn't my client get a notification when I reviewed their check-in?
Review notifications only go out when you add comments. Marking reviewed without a comment is silent, and the modal says so.