Weekly check-ins is a great accountability feature allowing your clients to prep for a call and let you know how they're doing. You can have them answer the same questions each week for general check-in, or different questions that match that week's topic or module.
When creating check-ins for a "Live" group set to run for a specific number of weeks, you can choose to create weekly progress questions that vary from week to week.
Please NOTE: This feature is not available for evergreen groups, rolling enrollment groups, or live groups set to run on an ongoing basis. It's only available for "Live" groups set to run a specific "Number of Weeks".
Follow these steps:
Step 1. Click on the "My Groups" tab located at the top corner of your dashboard.
Step 2. Click the "Edit" link just below the name of the group. This will open the group settings.
Step 3. Click the "Check-ins" tab.
Step 4. Toggle the switch for "Different questions for every week."
Step 5. Enter the questions you want to ask for each week. For example, if your group runs for 8 weeks, you will see buttons to add questions for weeks 1 through 8.
Step 6. Make sure to check the box labeled "Enable Weekly Check-ins."
Step 7. If you want to remind your clients to check in, check the box that says "Send email reminders to complete check-ins."
Choose how often to send reminders: weekly, every other week, or monthly.
Then select the day of the week for the reminders. Email reminders will be sent at 10 AM your client's local time.
Step 8. Once you’re done, click the "Save" button to confirm your settings.
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