Check-in forms differ from other forms in our system. While regular forms can be used for various purposes like onboarding, feedback collection, challenges, and free trials, check-in forms serve a specific function.
Check-in forms connect directly to progress metrics, tracking measurable data such as biometrics and progress photos. Check-in forms are individually scheduled through our dedicated check-in feature. However, regular forms you can schedule them out in Programs or Client’s Schedule, or even request a form in the Metrics section of a client.
The main distinction here relies on the use cases for both, and one important item: Forms will lock your clients out of the system until every single step is completed.
This is super useful for example to take up payments from your clients when running challenges for example, or when you simply want your clients to complete the whole set of information you need to carry on with their journey assessment.
Check-in forms, are going to be the best to send out a group of progress metrics you want to review with them, and track, compare, analyze on your own or with your client so you then provide them with changes or useful feedback.
That’s it!
For more info on check ins:
For more info on forms:
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