Being able to create progress update forms to send to clients weekly/monthy or fortnightly
Instead of having to use a third party to get progress updates from clients, we can do it all in one place, fully customize it and reply to them from that form.
Roxanne Dragsund
shared this idea
Hi everyone,
Thanks for sharing your idea! We’re excited to let you know that Check-In Form is now live in ABC Trainerize!
We couldn’t have built this without your feedback and support. Learn more about the update and how to start using it: Help Article
Please note, that we are also working on Multiple Forms feature that is coming out really soon! You can vote for that feature here: Multple Forms
We’ve returned your vote, so feel free to explore and vote on more great ideas over at ideas.trainerize.com. Keep the ideas coming – we’re always listening!
The ABC Trainerize Team
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Jennifer Richardson
commented
Ability to set notifications/reminders for coaches and clients on check in days
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Kandee Bishop
commented
NEED, NEED, NEED this kind of form. And also a flag when they miss it. It has been an administrative nightmare to go into each clients calendar to see who has/hasn't completed stats...then I also have to send an email asking them all of the questions a check-in form would ask them.
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Megan
commented
Wait, there’s no way to collect weekly checkins or biofeedback from clients...?
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Catherine Down commented
How is this not a thing yet? This feature is absolutely crucial in my eyes.
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Dave Heslop commented
Would be great to have the option to do more with the consultation form.
I know there is a closed ticket on the same topic and the answer given was 'You can do it in Zapier' but it doesn't seem that you can continue directly from the password setting page to a 3rd party form.
Would be great to be able to incorporate something like Google Forms and Typeform directly into the sign up process. If this is possible, some documentation on how to implement would be useful.
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Devin Lopez commented
Something like this would be great. I'd like to see an option where we can add a check-in for a specific day or for the week. For example, I like to do daily check-ins to have clients rate mood and energy levels as well as other things, so having a form of sorts that we can edit to be able to ask these questions and allow the client to respond in a text field or using a rating system, 1-10 scale, something like that.
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Acer
commented
Add a weekly check-in sheet option similar to the consultation form at the start when a client signs up.
SurveyMonkey and google sheets can do this but would be good to have this on Trainerize
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Anonymous commented
Ability to check in weekly with check in questions for health markers. Such as: menstruation cycle, stress levels, sleep, recovery etc. Ability to personalise it per person!
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C & R Online
commented
It would be really helpful to feature a weekly check in sheet - that your client can fill in and you could send a video reply back
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Taylor
commented
A system like the spreadsheet that you use to use. The copy paste methods used now is ridiculous
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Sam Stanton
commented
True Coach has this a a feature. I currently prefer Trainerize but I we don't have a way for clients to self report via a check in option then I will consider swapping over
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Anonymous
commented
I only do online training and rely on typeform for “Automatic” checkins with my clients.
Bringing a survey like checkin automation in which the trainer can add to 1-1 Clients would help bring everything into one location.
Ideally, Trainer establishes the check in questions, the client can select “Check-in” directly from their app like the messaging option then the trainer can reply directly to them in the same area.
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Kari Durrant
commented
YES! Why does this not exist? They already have the consultation form that is editable. So I know its possible! I want a form I can assign weekly, just like "add photos" and "take measurements".
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Corey House commented
Can we make this happen? This is NEEDED so that clients can self-report and be more accountable to their program. Can't be too hard to implement into the app.
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Josh Ware
commented
Yep I completely agree this is needed ASAP!
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Andrea Taliana commented
When a new client signs up to a package, instead of attaching the forms for the client, to have it all linked in for as soon as the start using the app. More time affective. Also having the forms linked to different packages.
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Hi, I would love the ability to attached a weekly check-in form for clients. Which either and email or notification or both is sent to the client once a week to complete the questionnaire. I use these to help the client to reflect on their week and their small wins, for them to set a new weekly goal and for me to see how they are going, their biofeedback and how I can assist more
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Ocean Trail commented
YES! I currently have an auto message scheduled with a link to a google form for my weekly client check-ins. It would be great if there was a check-in area within the app where clients could rate their biofeedback / give weekly reflections without having to use a 3rd party.
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Leanne M.
commented
Having clients be able to do weekly check-ins via trainerize. Rather then going back and fourth between emails, texts or a shared document, having weekly questions to ask that they can easily answer in one place for coaches to get biofeedback.
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Coach Ty
commented
Take it a step further, and allow coaches to schedule automated custom surveys within master programs