Interactive tutorial
Opens in the app and needs you to be signed in.
Overview
Clients usually do their own check-ins, but you can record one yourself, handy when you assess the client in person.
Steps
- On the client page, open Progress and choose Check-in.
- Fill in the date and the fields the client's check-in asks for, such as weight, measurements and photos. If the client has no check-in, you log the basics: weight (required), photos and notes.
- Save. The check-in goes into the client's evolution.
To fix a check-in, click it in Latest Records and use Edit.
The check-ins you create appear on the same evolution timeline as the ones the client records: all in one history.