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.

After completing the initial setup, you can update your signal preferences anytime directly from the dashboard. Simply click the Settings button at the top of the page to customize which signals are used to calculate your clients’ status.

Any changes you make will immediately update the status calculation for all clients.

At the top of the page, you’ll see summary cards that give you a quick snapshot of your clients for the week. These cards help you quickly decide who to check in with first.

Below the summary cards is your client list. Clients who need attention appear at the top, while clients you’ve already checked in with move lower in the list.

You can also:

Want to see how your clients performed in different weeks? You can easily switch between weeks right on the dashboard.

The dashboard allows you to review up to 4 weeks of data, helping you spot trends and track progress over time.

You can quickly navigate between weeks by clicking:

When you switch weeks, all client signals, like training, nutrition, and habits, will automatically update based on that selected week.

When viewing a past week, a banner will display "Viewing data from X week(s) ago" with a quick link back to the current week.

This makes it easy to review performance, compare progress, and stay on top of your clients week by week.

Click on any client to open their insight panel, where you can review:

The training status is based on workout adherence.

Here you can view:

You can also access detailed workout history or program information if needed.

Nutrition status is based on how often clients log meals and how closely their macros align with their targets.

You’ll be able to review:

You can also open detailed food logs for deeper insights.

Track your client’s progress on assigned tasks and habits. Status is determined as follows:

This section includes:

This helps you quickly spot where clients may need encouragement or accountability. You can also click on any task or habit to view more details.

You can quickly see whether your client has submitted their check-in form or missed it. If a form has been submitted, you can:

This helps ensure no client feedback is missed.

Clients with programs ending soon are highlighted, allowing you to review their progress and prepare the next phase of training.

Keep track of important client details with private coach notes directly from the Check-in Dashboard.

To add or review notes, simply expand a client row and open the Notes tab.

All notes are completely private and only visible to you - they are never shared with the client. Your notes also sync automatically with the client’s profile, allowing you to access the same information seamlessly whether you're working from the dashboard or viewing the client profile directly.

Stay on top of important client communication with automatic follow-up alerts directly on the dashboard. These alerts are designed to help you prioritize clients who may need immediate attention and ensure no important conversation gets missed.

You’ll see alerts when:

Each message alert includes a Follow Up button, so you can jump straight into the client’s inbox and respond quickly.

After reviewing a client, you can quickly send them a message directly from the dashboard.

Your message will be delivered straight to the client’s inbox, so you can stay connected without leaving the dashboard.

Once you’ve reviewed a client and finished their check-in, click the checkmark icon to mark them as checked in. Your Check-in Complete counter will then update automatically.

For quicker access to client insights when opening Everfit Coach Web, you can set the Check-in Dashboard as your default home screen at any time.

To update your home screen preference:

Your selected home screen will automatically appear the next time you open Everfit Coach on the web - making it even faster to jump into the workflow that matters most to you.