A smarter way to manage your weekly client check-ins. The Check-in Dashboard gives you a quick view of how all your clients are doing in one place, so you can quickly identify who is on track and who may need your attention.

The first time you open the dashboard, you'll be asked to review and accept the Beta Agreement. Read through the terms, check the agreement box, then click Join Now to continue.

After accepting the Beta Agreement, you’ll land on the Welcome screen - a quick overview of what the Check-in Dashboard can do for you.

Following the Welcome screen, you'll be prompted to configure which signals are used to calculate your clients' status.

By default, all 4 signals are selected. You can choose which signals to include; however, at least Training or Nutrition must be selected, as these are required to determine your clients' status.

You’ll also see a simple breakdown explaining exactly how each client status is calculated based on your selected signals, giving you full visibility into what’s driving every result.

Once saved, these settings apply to all clients in your workspace. You can update them at any time from the Settings button on the dashboard.

New to the Check-in Dashboard? A guided product tour will automatically walk you through the key features and tools the first time you open it, helping you get up to speed quickly and confidently.

Need a refresher later on? Simply click the ? icon at the top of the dashboard to replay the tour anytime.

Next: Configure Your Check-in Dashboard