Previous: Complete Client Check-ins
Set the Check-in Dashboard as Your Home Screen
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:
Click the Settings icon on the Check-in Dashboard header OR navigate to Settings → Home Screen
Choose your preferred home screen and Save
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.
Pausing & Resuming Coaching
Sometimes a client steps away for a while, a vacation, an injury, or a short break. You can pause their coaching to temporarily remove them from your dashboard, so your weekly view stays focused on who needs you now.
Pause a client
On any client row, click the 3-dot menu and select Pause client.
In the Pause coaching? window, choose a resume date (defaults to 7 days from today) and pick a reason
Click Pause. They'll move into the Paused tab, ready whenever you are.
Resume a client
In the Paused tab, click Resume on the client's row.
In the Resume coaching? window, choose Resume Immediately or Resume on date.
Click Resume - they're back in your dashboard right away.
To keep scheduled returns from sneaking up on you, we'll send a reminder 2 days before the resume date and again on the day, so you have time to plan their next step.
When a client resumes, their signals are calculated from the resume date forward for that week.
Flag an Inaccurate Risk Label
Think a client's risk status doesn't match what you're seeing? You can now flag it directly from the dashboard.
Simply click the Flag button on the client's row. We'll capture a snapshot of the client's data at that moment, helping our team review the case and continuously improve the accuracy of risk status calculations.