Weekly check-ins is an accountability feature that you can use to track your clients’ progress. This helps you quickly identify any challenges that your clients are facing in the course of your program or the questions that they may have.
Here is a detailed guide on the weekly check-ins feature:
1. Adding the Progress Questions
2. Changing Progress Questions
3. Deleting Progress Questions
4. Answering Progress Questions
5. Commenting on Your Clients' Check-ins
6. Email Notifications When Clients Check In
7. Visibility and Privacy
8. Weekly Check-ins Dates
9. Weekly Check-ins At a Glance
Let's get started.
1. Adding the Progress Questions
To add the weekly progress questions, go to "My Groups" and click to edit the group that you want to add in the weekly check-in/progress questions. Navigate to the "Check-ins" tab.
Click on "Add a Question". Type in your progress questions and make sure to check the "Enable Weekly Check-ins" box so that your clients can see the weekly progress questions.
If you'd like to remind your clients to check-in, check the box next to "Send email reminders to complete check-ins" and select between Weekly, Every other week, and Monthly reminders and select the day of the week. Reminders will be sent at 10 am on the client's local time.
Once you're done, click the Save button.
Note: These will be the same questions shown to your clients every week.
If you want to have different questions from week to week, refer to this article: How to Create Different Weekly Check-in Questions
Tip: Make the questions short so they are easy & quick to answer.
2. Changing Progress Questions
You can change the progress questions after your group has already started. However, this might create some confusion. It is ideal to have the same questions every week and if you have module specific questions, turn on the toggle for "Different questions for every week" instead. You can add more questions at any time.
3. Deleting Progress Questions
To delete the check-in/progress questions, click the Delete icon on the right side of the question and then click the "Save" button.
Note: Please take note that when you delete a weekly progress question, it also deletes ALL answers submitted for that particular question.
4. Answering Progress Questions
There are two ways your clients can answer the questions;
First, by clicking the "Check-in" icon under the group when they log in to their dashboard.
They should then click on the "view" button for the relevant week, type out their answers and click publish.
Another way for your clients to complete the check-ins is by clicking on the "Members" icon under the group when they log in to their dashboard.
This will display the names of the group members. Your client will need to go to their name, click the "+" sign for the relevant week to open the progress questions, complete the answers and click publish.
5. Commenting on Your Clients' Check-ins
To view your clients' answers to the weekly check-in questions, click on the group's "activity" icon.
Here you'll see a list of the group members with the completed weekly check-ins. If a client has submitted new responses to the check-in questions, a green checkmark will show up under the week's column.
Click the checkmark to view and comment on your clients' responses.
Note: Once you read the comment, the checkmark turns grey. This helps you quickly identify new members' answers that you haven't yet read or responded to.
6. Email Notifications When Clients Check In
As a coach, you do not receive email notifications when new weekly check-ins are posted. To see the newly posted weekly check-ins you must go to the weekly activity page for the relevant group and look for new green checkmarks.
However, your clients WILL be notified by email when someone comments on their check-ins - if they enabled the weekly check-in notifications toggle in the top right corner of the Check-ins page.
7. Visibility and Privacy
Comments or questions shared inside weekly check-ins are visible to all group members. These cannot be made private as they primarily serve as an accountability and engagement feature.
If you want your client(s) to submit some feedback privately to you, invite them to use the Journal feature and mark it as "Private".
8. Weekly Check-ins Dates
Weekly Check-ins dates are set by the release date of the first module in the group settings.
1. Go to "My Groups" page and Click on "Edit" under the group name.
2. Click on the "Modules" tab.
3. Edit the date of the first module release
This will become the new week date of the start of the Weekly Check-ins (shown Saturday through Sunday).
(If you want to change the module release date later, you can do so on the Module Release page under the "Pages" menu for that group.)
9. Weekly Check-ins at a Glance
Clicking on the week number allows you to quickly view all of your group members' check-ins for that week:
Related Articles
How to delete progress questions
How can I track my clients’ progress around specific goals and actions?
Can you change the progress questions each week?
Can weekly check-ins be hidden from other members of the group?
Do group members receive weekly check-in reminders?
Where can my clients submit their questions and challenges?
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