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Create a check-in for a client

For professionalsUpdated on

Interactive tutorial

Opens in the app and needs you to be signed in.

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Overview

Clients usually do their own check-ins, but you can record one yourself, handy when you assess the client in person.

Steps

  1. On the client page, open Progress and choose Check-in.
  2. 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.
  3. 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.

Updated on