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
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, and then click Save.
Note: These will be the same questions shown to your clients every week. If you want to have different questions from week to week, you can create them inside a module and direct your clients to answer the questions inside their journal.
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, you can include those within the modules.
3. Deleting Progress Questions
To delete the weekly check-in/progress questions, click the Delete icon on the right side of the question and then click save.
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
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 & 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".
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?
Journals Explained: Everything you need to know about client journals!