Sending a Check-in

Click "Send Check-in Request" on the Templates tab, then build a check-in from scratch or start from a saved template:

Click "Send Check-in Request" on the Templates tab, then build a check-in from scratch or start from a saved template:

yourname.scraler.com/trainer/checkup-templates

Three delivery options:

Sends now, client fills it in at their convenience

Send on a specific date

Repeats on a day or monthly interval, with an option to auto-add each answer to progress.

Check-in Status Indicators

Scheduled

Pending

Completed

Overdue

Stay on top of every client's progress

Automated check-ins, templates, and approval workflows.