Learn how to assign check-in form templates to your clients, manage their submissions, and provide personalized feedback to help them stay on track.

Assigning a check-in form template to a client

Navigating to the Client's Profile

Understanding the Check-Ins Section

Assigning a Check-In Form Template

Choosing How to Link the Form

Selecting Your Form Template

Learn how to create and customize check-in form templates, add questions, reorder them, and set schedules to efficiently manage client check-ins and feedback.

How to create a check-in form template

Step 1: Navigate to the Forms Page

Step 2: Add a New Form

Step 3: Add Questions to Your Form

Step 4: Reorder and Edit Questions

Step 5: Schedule the Form

Step 6: Save and Assign to your Clients

Discover how to use various question types and reorder them in your check-in forms to gather detailed and structured feedback from your clients.

Using different question types and re-ordering them

Available Question Types

Re-ordering Questions

Learn how to monitor and review your clients' check-in submissions, ensuring you provide timely feedback and stay on top of their progress.

Monitoring and reviewing check-in form submissions

Dashboard Overview

Reviewing from Client Profile Pages

Conclusion

Discover how to schedule check-ins and set up reminders, ensuring timely feedback and consistent client engagement.

How to schedule the check-in and setup a reminder

Scheduling a Check-In

Setting Up Reminders

Learn how to customize your profile, adjust notification preferences, adjust various app related settings, and more, to suit your needs.

Managing your profile and app settings

Profile Settings Overview

1. Account

2. Alerts

3. Display

Monitor your workout streaks, view detailed workout histories, track key metrics, update your goals, record body metrics and upload progress photos - all in one convenient location. Stay motivated, stay focused, and unlock your full potential.

Tracking and updating your fitness progress

Quick Stats Overview

Progress Tracking Sections

Learn how to track your daily nutrition, log foods, access coach-prescribed meal plans, and monitor your macro goals effectively.

Using the nutrition page for food logging and meal plans

1. Viewing your daily nutrition overview

2. Using the Log Foods tab

3. Accessing coach-prescribed meal plans

4. Tips for effective nutrition tracking

Learn how to use the messaging feature to stay connected with your trainer throughout your fitness journey for instant support, guidance, and motivation.

Messaging your coach directly within the app

1. Messaging your coach

Learn about key features and functionalities of your dashboard for an optimal experience, and to manage your fitness journey effectively.

Navigating your dashboard as a client

1. Exploring the client dashboard

2. Navigating through the client app

Navigate scheduled workouts and on-demand collections, track your progress, and complete workouts to stay on track with your fitness goals.

Managing your training schedule and workouts

1. My Schedule tab

2. On Demand tab

Tips for effective training management

Find out how to archive a clients account and limit their access to the Fitsly app, as well as how to reactivate their account once they have been archived.

How to archive a client or reactivate an archived account

1. Archiving a client account

2. Reactivating an archived account

Learn how to edit workout results for workouts which have already been completed to ensure accurate progress tracking.

Editing workout results once a workout has been completed

1. Editing workout results

Learn how to access and review your client's exercise history to track their progress and make informed decisions about their training programs.

Viewing a clients exercise history and tracking their progress

1. Monitoring specific exercise results

Learn how to remove assigned programs from your clients' to adapt to their changing needs and preferences.

Removing your client from a training program once assigned

1. Removing a client

Discover how to assign customized workout programs to your clients, tailored to their fitness goals and requirements.

Creating and assigning multi-week training programs

1. Creating a program

2. Assigning a program

Learn how to manage the visibility settings of past and upcoming workouts for your clients, ensuring control over access.

Controlling workout visibility for your clients

Setting workout visibility

Discover how to effectively track body metrics to monitor your client's progress over time, including recording measurements such as weight, body fat percentage, muscle mass, and more.

Tracking body metrics for progress monitoring

Managing body metrics

Adding, editing, or removing results

Gain insights with the client overview which provides a comprehensive snapshot of your client's progress and preferences.

Understanding the client overview

Overview Panel

Profile Panel

Goals & Notes Panel

Unit Settings Panel

Date Settings Panel

Set default settings for your clients when onboarding them including measurement units, workout settings, and more.

How to set default settings for new clients

1. Default client settings

2. Individual client settings

Discover how to communicate securely and confidentially with your clients, providing personalized guidance, motivation, and support.

Using real-time private messaging for client communications

Sending messages

Additional features

Push notifications

Managing progress photos to visually track your clients' fitness journeys, monitor changes in their physique, and celebrate their achievements along the way.

Managing progress photos for your clients

Accessing the Photos tab

Uploading progress photos

Managing existing photos

Photo comparison feature

Best practices for progress photos

Instructions on how to assign meal plans to individual clients and manage their nutrition.

How to assign and manage your clients meal plans

1. Understanding master template meal plans

2. Assigning a meal plan to a client

3. Customizing meal plans for individual clients

4. Managing multiple meal plans for a client

5. Best practices for managing meal plans

A guide to adding and managing your own custom foods for personalized meal plans.

Creating custom food items to use in your meal plans

1. Creating or editing a custom food item

2. Using custom foods in recipes and meal plans

Step-by-step instructions on how to create and manage recipes using custom foods and millions of verified food items from our foods database.

Building recipes from custom foods and the food database

1. Creating a new recipe

2. Understanding nutritional totals

3. Editing and managing recipes

How to build meal plans for your clients using a mix of recipes and individual food items.

Designing multi-day meal plans with recipes and food items

1. Understanding meal plan structure

2. Adding variations (days)

3. Adding meals and options

4. Using recipes and food items in meal plans

5. Calculating total macros for variations

6. Best practices for designing meal plans

7. Future updates

Best practices for utilizing Fitsly’s verified food items database to create balanced and diverse meal plans.

Using the verified foods database to enhance meal plans

1. Why use the verified foods database?

2. Accessing the verified food database

3. Adding verified foods to your meal plans

4. Creating well-balanced meal plans

5. Optimizing meal plans with verified foods

Learn how to set up a new client account using onboarding flows to assign workout programs, workout collections, nutrition plans, check-in forms, vault resources, and habits.

How to setup a new client with an onboarding flow

Step 1: Creating a new client account

Step 2: Selecting an onboarding flow

Step 3: Send the invitation

Learn how to create and customize onboarding flows to streamline client setup with workout programs, workout collections, nutrition plans, check-in forms, vault resources, and habits.

How to create and configure an onboarding flow

Step 1: Navigate to the Onboarding page

Step 2: Create a new onboarding flow

Step 3: Build out your onboarding flow

Step 4: Assign an onboarding flow to a client

Benefits of using onboarding flows

Learn how to customize essential general settings like your timezone and other preferences to tailor Fitsly to your specific needs and requirements.

Customizing general settings and other essentials

1. Account settings

2. App Display settings

3. Payment & Billing settings

Discover how to manage your notification preferences, ensuring you stay informed about important updates and client interactions.

Managing your notifications for alerts and updates

1. Types of notifications we send

2. Customizing your notifications

3. Managing your notifications

Learn how to manage your Fitsly subscription, including upgrading, downgrading, or cancelling your plan to suit your changing needs.

Upgrading or downgrading your subscription plan at anytime

1. Upgrading or downgrading your plan

2. How to cancel your plan

Discover how to manage your unit and metric setting preferences to ensure that Fitsly displays data in the measurement system you prefer, whether it's imperial or metric.

Managing your unit and metric setting preferences

Updating Units of Weight and Length

Learn how to assign a workout or program to your clients, ensuring they receive personalized training tailored to their goals and fitness levels.

Assigning a workout or program to your clients

1. Assigning individual workouts

2. Assigning programs

Learn how to review and leave comments on completed workouts to provide feedback, encouragement, and suggestions for improvement to your clients.

Leaving comments on completed workouts

1. Leaving comments during a workout

2. Adding additional comments after a workout

3. Accessing workout comments

Learn how to personalize exercise instructions and add custom demo videos to exercises in your workouts, ensuring clarity and accuracy for your clients.

Personalizing exercise instructions & videos

1. Personalizing exercise instructions

2. Adding custom demo videos

Benefits of custom videos

Learn how to incorporate warm-up, dropset, and failure sets into your workouts to improve effectiveness.

Using warm-up, dropset, or failure sets for your exercises

1. Assigning set labels

Discover how to efficiently add or remove sets for your exercises to tailor your workouts.

Adding and removing sets for your exercises

Adding Sets

Removing Sets

Get started with the workout builder by exploring its features and functionalities to create personalized workouts.

Getting started with the workout builder

1. The exercise library panel

2. The workout builder interface

3. The workout arrangement panel

Learn how to save workout sections as templates to streamline your workflow and reuse them in future workouts for efficient program creation.

Saving workout sections as reusable templates

1. Saving a workout section

2. Reusing a saved section

3. Editing a saved section

Discover how to create supersets by combining multiple exercises into a single set, optimizing workouts for efficiency and effectiveness.

Creating a superset from multiple exercises

1. Create a superset

2. Other things to know

Learn how to use tags effectively to categorize and organize your workouts, making it easier to find and access specific exercises and routines.

Check-In Forms

Assigning a check-in form template to a client

How to create a check-in form template

Using different question types and re-ordering them

Monitoring and reviewing check-in form submissions

How to schedule the check-in and setup a reminder