Set Up Check-in Windows

Create the schedules your clients check in on.

A check-in window sets when a client's check-in opens and when it comes to you to review. You can run a simple Weekly window, or add your own on a Weekly, Fortnightly or Monthly frequency — each with its own days.

Getting here: open Check ins, then under Configuration tap Check in windows.

What each window shows

Every window is a card with its name and frequency, plus two day rows:

Coach review (purple) — the day the check-in comes to you to review.
Check in open (green) — the day the client's check-in opens for them to fill in.

Use Update to change a window, or Delete to remove it.

[ Screenshot: the Check in windows list (Coach review / Check in open days) ]

Add a window

Tap the + (top-right) to open New Window.
Give it a Window name — for example Weekly update or Monthly on Monday.
Choose a Frequency: Weekly, Fortnightly or Monthly.
Pick the Coach review day (purple) and the Check in open day (green) on the M–S selectors, then tap Create Window.

[ Screenshot: the New Window sheet (name, frequency, review & open days) ]

Assign a client to a window

You choose a client's window from their profile, not from this screen. Open the client, go to their Settings, and set the check-in window they follow — so different clients can sit on different schedules (for example most on Weekly, a few on Fortnightly).

[ Screenshot: choosing a client's check-in window in their profile Settings ]

Tip: the Check in open day is when your client can start their check-in; the Coach review day is when it appears in your Review list. Space them so clients have time to complete it before it reaches you.

Related Articles

Check-ins: Overview
Add check-in prompts
Review a check-in & send your reply