Accountability
Set up check-ins for a client
Choose a client, pick how often they check in and write the questions they answer.
For owners1 min read
Create the schedule
- Open Accountability from the main menu.
- Choose a client from the Client list.
- Under Check-in schedule, pick how often: Daily, Weekdays (Mon to Fri), Weekly, Every two weeks or Monthly.
- Edit the suggested questions or add your own, up to five.
- Leave Active switched on and select Save schedule.
What happens next
When each check-in opens, the client receives an email reminder and sees the form in their portal. Turning Active off pauses reminders without deleting past check-ins or bonuses.
Tips
- Keep questions short and specific, such as workouts completed or practice minutes.
- Weekly works well for most clients; daily suits short challenges.
- Adjust questions any time as goals change.