[{"data":1,"prerenderedAt":870},["ShallowReactive",2],{"navigation_docs_en":3,"-en-automation-and-ai-remind-clients-to-check-in":185,"-en-automation-and-ai-remind-clients-to-check-in-surround":865},[4,26,51,88,125,138,155,168],{"title":5,"path":6,"stem":7,"children":8,"page":25},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17,21],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Reset a password from the login page","\u002Fen\u002Fgetting-started\u002Freset-a-password-from-the-login-page","en\u002F1.getting-started\u002F3.reset-a-password-from-the-login-page",{"title":22,"path":23,"stem":24},"Understanding your 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signatures","\u002Fen\u002Fclients-and-onboarding\u002Fmanaging-documents-and-signatures","en\u002F2.clients-and-onboarding\u002F3.managing-documents-and-signatures",{"title":44,"path":45,"stem":46},"Responding to a client data request","\u002Fen\u002Fclients-and-onboarding\u002Fresponding-to-a-client-data-request","en\u002F2.clients-and-onboarding\u002F4.responding-to-a-client-data-request",{"title":48,"path":49,"stem":50},"Which wearables clients can connect","\u002Fen\u002Fclients-and-onboarding\u002Fwhich-wearables-clients-can-connect","en\u002F2.clients-and-onboarding\u002F5.which-wearables-clients-can-connect",{"title":52,"path":53,"stem":54,"children":55,"page":25},"Workouts and nutrition","\u002Fen\u002Fworkouts-and-nutrition","en\u002F3.workouts-and-nutrition",[56,60,64,68,72,76,80,84],{"title":57,"path":58,"stem":59},"Add a training phase","\u002Fen\u002Fworkouts-and-nutrition\u002Fadd-a-training-phase","en\u002F3.workouts-and-nutrition\u002F0.add-a-training-phase",{"title":61,"path":62,"stem":63},"Global food search","\u002Fen\u002Fworkouts-and-nutrition\u002Fturn-on-global-food-search","en\u002F3.workouts-and-nutrition\u002F0.turn-on-global-food-search",{"title":65,"path":66,"stem":67},"Logging a single food","\u002Fen\u002Fworkouts-and-nutrition\u002Flogging-a-single-food","en\u002F3.workouts-and-nutrition\u002F1.logging-a-single-food",{"title":69,"path":70,"stem":71},"Nutrition Plans","\u002Fen\u002Fworkouts-and-nutrition\u002Fnutrition-plans","en\u002F3.workouts-and-nutrition\u002F1.nutrition-plans",{"title":73,"path":74,"stem":75},"Set default sets, reps and rest","\u002Fen\u002Fworkouts-and-nutrition\u002Fset-default-sets-reps-and-rest","en\u002F3.workouts-and-nutrition\u002F1.set-default-sets-reps-and-rest",{"title":77,"path":78,"stem":79},"Where clients see personal bests","\u002Fen\u002Fworkouts-and-nutrition\u002Fwhere-clients-see-personal-bests","en\u002F3.workouts-and-nutrition\u002F2.where-clients-see-personal-bests",{"title":81,"path":82,"stem":83},"Workout Programs","\u002Fen\u002Fworkouts-and-nutrition\u002Fworkout-programs","en\u002F3.workouts-and-nutrition\u002F2.workout-programs",{"title":85,"path":86,"stem":87},"Workouts walkthrough","\u002Fen\u002Fworkouts-and-nutrition\u002Fworkouts-walkthrough","en\u002F3.workouts-and-nutrition\u002F3.workouts-walkthrough",{"title":89,"path":90,"stem":91,"children":92,"page":25},"Check-ins and progress","\u002Fen\u002Fcheck-ins-and-progress","en\u002F4.check-ins-and-progress",[93,97,101,105,109,113,117,121],{"title":94,"path":95,"stem":96},"Client Insights","\u002Fen\u002Fcheck-ins-and-progress\u002Fclient-insights","en\u002F4.check-ins-and-progress\u002F1.client-insights",{"title":98,"path":99,"stem":100},"Creating your check-in 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habits","\u002Fen\u002Fcheck-ins-and-progress\u002Fsetting-up-daily-habits","en\u002F4.check-ins-and-progress\u002F5.setting-up-daily-habits",{"title":122,"path":123,"stem":124},"Uploading photos for a client","\u002Fen\u002Fcheck-ins-and-progress\u002Fuploading-photos-for-a-client","en\u002F4.check-ins-and-progress\u002F6.uploading-photos-for-a-client",{"title":126,"path":127,"stem":128,"children":129,"page":25},"Communication and scheduling","\u002Fen\u002Fcommunication-and-scheduling","en\u002F5.communication-and-scheduling",[130,134],{"title":131,"path":132,"stem":133},"Managing your schedule","\u002Fen\u002Fcommunication-and-scheduling\u002Fmanaging-your-schedule","en\u002F5.communication-and-scheduling\u002F1.managing-your-schedule",{"title":135,"path":136,"stem":137},"Messaging your 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clients","\u002Fen\u002Fcontent-and-community\u002Fsharing-content-with-clients","en\u002F6.content-and-community\u002F3.sharing-content-with-clients",{"title":156,"path":157,"stem":158,"children":159,"page":25},"Automation and AI","\u002Fen\u002Fautomation-and-ai","en\u002F7.automation-and-ai",[160,164],{"title":161,"path":162,"stem":163},"Remind clients to check in and follow up on missed check-ins","\u002Fen\u002Fautomation-and-ai\u002Fremind-clients-to-check-in","en\u002F7.automation-and-ai\u002F2.remind-clients-to-check-in",{"title":165,"path":166,"stem":167},"Setting up automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F3.your-first-automation",{"title":169,"path":170,"stem":171,"children":172,"page":25},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[173,177,181],{"title":174,"path":175,"stem":176},"Canceling your Kahunas subscription","\u002Fen\u002Fbilling\u002Fcancel-your-kahunas-subscription","en\u002F8.billing\u002F1.cancel-your-kahunas-subscription",{"title":178,"path":179,"stem":180},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F2.managing-client-billing",{"title":182,"path":183,"stem":184},"Sending a client a package payment link","\u002Fen\u002Fbilling\u002Fsend-a-package-payment-link","en\u002F8.billing\u002F3.send-a-package-payment-link",{"id":186,"title":161,"body":187,"description":858,"extension":859,"links":860,"meta":861,"navigation":862,"path":162,"seo":863,"stem":163,"__hash__":864},"docs_en\u002Fen\u002F7.automation-and-ai\u002F2.remind-clients-to-check-in.md",{"type":188,"value":189,"toc":843},"minimark",[190,194,210,216,226,231,234,264,267,271,274,326,335,341,344,348,366,372,393,399,403,406,453,459,462,466,526,532,535,544,547,551,560,566,569,586,599,602,605,656,662,666,677,683,690,699,703,711,729,735,739,750,760,764,836],[191,192,193],"p",{},"Kahunas can message a client the day before a check-in is due, and again the morning after if they didn't send it. You write the wording once. Kahunas sends it at the right time for each client.",[191,195,196,197,201,202,205,206,209],{},"This guide covers the two automations that do this: ",[198,199,200],"strong",{},"Check-in reminder"," and ",[198,203,204],{},"Missed check-in",". For how the Automations screen works in general, see ",[207,208,165],"a",{"href":166},".",[211,212],"guide-video",{"library-id":213,"title":214,"video-id":215},"757500","How to remind clients to check in video guide","7fbc9b99-cfd0-4536-bf3f-d922128efd01",[217,218,219,223],"details",{},[220,221,222],"summary",{},"Read video transcript",[191,224,225],{},"To remind clients to check in, open Intake, then Automations. Choose Check-in reminder. A rule with no steps sends nothing. Select Add step, choose Push, and write a short, friendly message. Missed check-in works the same way. Add a kind follow-up for clients who miss one. Clients also need check-in days set, and notifications turned on in their app.",[227,228,230],"h2",{"id":229},"before-you-start","Before you start",[191,232,233],{},"Three things have to be true before a client gets either message:",[235,236,237,248,258],"ul",{},[238,239,240,243,244,247],"li",{},[198,241,242],{},"The Automations add-on is on for your account."," Team members also need the ",[198,245,246],{},"Automations"," permission.",[238,249,250,253,254,257],{},[198,251,252],{},"The client has an active check-in form."," See ",[207,255,256],{"href":99},"Creating a check-in form"," to assign one.",[238,259,260,263],{},[198,261,262],{},"The client has at least one check-in day."," The schedule decides when a check-in is due, so it decides when these messages go out. With no day selected, the client can check in any day and won't get check-in reminders or be marked as missed.",[191,265,266],{},"Clients who are inactive, or whose payment is overdue, are skipped by both automations.",[227,268,270],{"id":269},"schedule","Check the client's schedule",[191,272,273],{},"The reminder and the follow-up are both worked out from each client's own check-in cadence and days.",[275,276,277,284,290,300],"ol",{},[238,278,279,280,283],{},"Open ",[198,281,282],{},"People → Clients"," and choose the client.",[238,285,286,287,209],{},"Select ",[198,288,289],{},"Plans & Forms",[238,291,292,293,296,297,209],{},"Find the check-in form. Its ",[198,294,295],{},"Cadence"," column shows the schedule, such as ",[198,298,299],{},"Weekly · Sat",[238,301,302,303,306,307,310,311,314,315,318,319,322,323,209],{},"To change it, open the form's actions menu (the three dots), choose ",[198,304,305],{},"Change cadence",", pick ",[198,308,309],{},"Weekly",", ",[198,312,313],{},"Every 2 weeks"," or ",[198,316,317],{},"Every 4 weeks",", select one or more ",[198,320,321],{},"Check-in days",", then select ",[198,324,325],{},"Save",[191,327,328],{},[329,330],"img",{"alt":331,"height":332,"src":333,"width":334},"The Plans and Forms tab for a client, with the actions menu open on the check-in form and Change cadence in the list.",1080,"\u002Fguides\u002Fremind-clients-to-check-in\u002F03-change-cadence-menu.png",1920,[191,336,337],{},[329,338],{"alt":339,"height":332,"src":340,"width":334},"The Change check-in cadence dialog with the Weekly cadence and one check-in day selected.","\u002Fguides\u002Fremind-clients-to-check-in\u002F04-cadence-dialog.png",[191,342,343],{},"If you change the schedule, the reminder and the follow-up move with it.",[227,345,347],{"id":346},"open","Open the two automations",[275,349,350,355],{},[238,351,279,352,209],{},[198,353,354],{},"Intake → Automations",[238,356,357,358,361,362,201,364,209],{},"In ",[198,359,360],{},"Your automations",", find ",[198,363,200],{},[198,365,204],{},[191,367,368],{},[329,369],{"alt":370,"height":332,"src":371,"width":334},"The Intake menu open, with Client forms, Lead forms, Email Templates and Automations.","\u002Fguides\u002Fremind-clients-to-check-in\u002F01-intake-menu.png",[191,373,374,375,378,379,382,383,201,386,389,390,392],{},"Each row has an ",[198,376,377],{},"Off"," \u002F ",[198,380,381],{},"On"," switch. A row that says ",[198,384,385],{},"No steps yet",[198,387,388],{},"No channel configured yet"," has no message yet. A rule that is ",[198,391,381],{}," with no steps sends nothing.",[191,394,395],{},[329,396],{"alt":397,"height":332,"src":398,"width":334},"The Automations list, with Check-in reminder and its No steps yet label.","\u002Fguides\u002Fremind-clients-to-check-in\u002F02-automations-list.png",[227,400,402],{"id":401},"when","When each message is sent",[191,404,405],{},"Kahunas uses each client's own time zone, the one on their profile. A client with no time zone is treated as UTC.",[407,408,409,425],"table",{},[410,411,412],"thead",{},[413,414,415,419,422],"tr",{},[416,417,418],"th",{},"Automation",[416,420,421],{},"When it goes out",[416,423,424],{},"Which clients",[426,427,428,441],"tbody",{},[413,429,430,435,438],{},[431,432,433],"td",{},[198,434,200],{},[431,436,437],{},"Around 5pm, the day before a check-in is due",[431,439,440],{},"Clients whose next check-in day is tomorrow",[413,442,443,447,450],{},[431,444,445],{},[198,446,204],{},[431,448,449],{},"Around 8am, the day after a due date passed with nothing sent",[431,451,452],{},"Clients who haven't submitted a check-in for that due date",[191,454,455,456,458],{},"A client who sends their check-in before the morning run gets no ",[198,457,204],{}," message.",[191,460,461],{},"Timing is approximate. Kahunas checks every hour, so a message can arrive later in the same day. A message that wasn't picked up before the client's midnight is not sent afterwards, and turning an automation on doesn't go back for past days.",[227,463,465],{"id":464},"reminder","Write the check-in reminder",[275,467,468,475,484,501,515,522],{},[238,469,357,470,472,473,209],{},[198,471,360],{},", select ",[198,474,200],{},[238,476,286,477,480,481,209],{},[198,478,479],{},"Add step",". A new step starts as ",[198,482,483],{},"Send email",[238,485,486,487,310,490,314,493,496,497,209],{},"Open the action menu at the top right of the step and choose ",[198,488,489],{},"Email",[198,491,492],{},"Push",[198,494,495],{},"Chat",". See ",[207,498,500],{"href":499},"#channels","Choose how clients are reached",[238,502,503,504,510,511,514],{},"Write the message. Select ",[198,505,506],{},[507,508,509],"span",{},"FIRST_NAME"," under ",[198,512,513],{},"Personalization"," to add the client's first name.",[238,516,517,518,521],{},"Set the wait. For a reminder, ",[198,519,520],{},"No delay"," is usually right, because Kahunas already sends it the day before.",[238,523,286,524,209],{},[198,525,325],{},[191,527,528],{},[329,529],{"alt":530,"height":332,"src":531,"width":334},"A Check-in reminder push step with a short message that uses the client's first name.","\u002Fguides\u002Fremind-clients-to-check-in\u002F06-reminder-push-step.png",[191,533,534],{},"A short message works best. For example:",[536,537,538],"blockquote",{},[191,539,540,541,543],{},"Hi ",[507,542,509],{},", your weekly check-in is due tomorrow. It only takes a few minutes. Open Kahunas when you're ready.",[191,545,546],{},"Keep it friendly and say what to do next. Push messages are limited to 150 characters, and the editor shows the count.",[227,548,550],{"id":549},"missed","Write the missed check-in follow-up",[191,552,553,554,556,557,559],{},"Missed check-in works the same way. Select ",[198,555,204],{},", then ",[198,558,479],{},", and write the follow-up. Keep the tone kind: a client who missed a check-in usually needs an easy way back, not a telling-off.",[191,561,562],{},[329,563],{"alt":564,"height":332,"src":565,"width":334},"A Missed check-in email step with a subject and a kind message.","\u002Fguides\u002Fremind-clients-to-check-in\u002F07-missed-email-step.png",[191,567,568],{},"For example:",[235,570,571,577],{},[238,572,573,576],{},[198,574,575],{},"Subject:"," We missed your check-in",[238,578,579,582,583,585],{},[198,580,581],{},"Message:"," Hi ",[507,584,509],{},", your check-in didn't come through this week. No stress. Send it when you can and I'll take a look.",[191,587,588,589,591,592,595,596,598],{},"You can add more steps with ",[198,590,479],{},", for example an email and a push. Each step has a ",[198,593,594],{},"WAIT"," card before it. Leave it on ",[198,597,520],{}," unless you have a reason to wait.",[227,600,500],{"id":601},"channels",[191,603,604],{},"The action menu on each step offers these choices for these two automations:",[407,606,607,617],{},[410,608,609],{},[413,610,611,614],{},[416,612,613],{},"Action",[416,615,616],{},"What the client gets",[426,618,619,628,637,646],{},[413,620,621,625],{},[431,622,623],{},[198,624,489],{},[431,626,627],{},"An email with your subject and message.",[413,629,630,634],{},[431,631,632],{},[198,633,492],{},[431,635,636],{},"A short notification on their phone, up to 150 characters, plus a matching item in their in-app notifications.",[413,638,639,643],{},[431,640,641],{},[198,642,495],{},[431,644,645],{},"A message in the in-app messenger.",[413,647,648,653],{},[431,649,650],{},[198,651,652],{},"Webhook",[431,654,655],{},"Sends the event to another service, such as Zapier. Not a message to the client.",[191,657,658],{},[329,659],{"alt":660,"height":332,"src":661,"width":334},"The action menu on a step, listing Email, Push, Chat and Webhook.","\u002Fguides\u002Fremind-clients-to-check-in\u002F05-action-menu.png",[227,663,665],{"id":664},"push","Push needs the client's notifications turned on",[191,667,668,669,672,673,676],{},"A push message only reaches a client's phone if notifications are turned on in their own app. Clients do this in the Kahunas app under ",[198,670,671],{},"More → Notifications",", by selecting ",[198,674,675],{},"Enable notifications"," and allowing notifications when the phone asks. On an iPhone, the app has to be added to the home screen first.",[191,678,679],{},[329,680],{"alt":681,"height":332,"src":682,"width":334},"A client's Notification preferences screen with the Enable notifications button, switches for Check-ins and Workouts, and Quiet hours.","\u002Fguides\u002Fremind-clients-to-check-in\u002F10-client-notifications-desktop.png",[191,684,685,686,689],{},"The same screen has ",[198,687,688],{},"Quiet hours",". A push message waits until the client's quiet hours end. Emails and chat messages don't wait.",[191,691,692,693,695,696,698],{},"If a client says they never get reminders, ask them to open ",[198,694,671],{}," and check that notifications are enabled. See ",[207,697,14],{"href":15}," for how clients add the app and turn notifications on. If you want the message to reach everyone, add an email step too.",[227,700,702],{"id":701},"turn-on","Turn the rules on",[191,704,705,706,314,708,710],{},"Both automations show ",[198,707,381],{},[198,709,377],{}," in the list.",[235,712,713,721],{},[238,714,715,716,314,718,720],{},"Switch a row to ",[198,717,381],{},[198,719,377],{}," straight from the list.",[238,722,723,724,322,727,209],{},"Or open the automation and use ",[198,725,726],{},"Enable workflow",[198,728,325],{},[191,730,731,732,734],{},"Only turn a rule ",[198,733,381],{}," once its message is ready. From then on, clients who are due a check-in will be messaged.",[227,736,738],{"id":737},"test","Check your wording safely",[191,740,741,744,745,749],{},[198,742,743],{},"Send test"," on a step sends the message to your own account, not to a client. A test uses your name for ",[198,746,747],{},[507,748,509],{},", so you can see how it will read. It can still send a real email or push to you, so use it when you are happy to receive it.",[191,751,752,753,201,756,759],{},"A push step shows a phone preview and a character count as you type, so you can check the wording without sending anything. When you turn a rule on, watch the first real run. The ",[198,754,755],{},"Runs this week",[198,757,758],{},"Clients touched this week"," cards on the Automations screen show how many events were processed. They don't confirm that a message was delivered or read.",[227,761,763],{"id":762},"if-something-looks-different","If something looks different",[407,765,766,776],{},[410,767,768],{},[413,769,770,773],{},[416,771,772],{},"What you see",[416,774,775],{},"What to check",[426,777,778,791,799,810,818,826],{},[413,779,780,785],{},[431,781,782,784],{},[198,783,385],{}," next to the rule",[431,786,787,788,790],{},"Open the rule and select ",[198,789,479],{},". A rule with no steps sends nothing.",[413,792,793,796],{},[431,794,795],{},"A client gets nothing",[431,797,798],{},"Check that the client is active, has an active check-in form and at least one check-in day, and isn't overdue on payment.",[413,800,801,804],{},[431,802,803],{},"A client says they didn't see the push",[431,805,806,807,809],{},"Ask them to turn on notifications in ",[198,808,671],{},". Add an email step so the message can still reach them.",[413,811,812,815],{},[431,813,814],{},"A client got a missed check-in message after sending",[431,816,817],{},"They sent it after the follow-up had already gone out. Sending before the morning run stops it.",[413,819,820,823],{},[431,821,822],{},"A message came later than expected",[431,824,825],{},"Kahunas checks hourly, so the time can slip within the same day. Push messages also wait for quiet hours.",[413,827,828,831],{},[431,829,830],{},"You can't find Automations",[431,832,833,834,247],{},"Automations needs the add-on, and team members need the ",[198,835,246],{},[191,837,838,839,842],{},"If you still need help, create a ticket from ",[198,840,841],{},"Support"," in your account menu and say where you got stuck.",{"title":844,"searchDepth":845,"depth":845,"links":846},"",2,[847,848,849,850,851,852,853,854,855,856,857],{"id":229,"depth":845,"text":230},{"id":269,"depth":845,"text":270},{"id":346,"depth":845,"text":347},{"id":401,"depth":845,"text":402},{"id":464,"depth":845,"text":465},{"id":549,"depth":845,"text":550},{"id":601,"depth":845,"text":500},{"id":664,"depth":845,"text":665},{"id":701,"depth":845,"text":702},{"id":737,"depth":845,"text":738},{"id":762,"depth":845,"text":763},"Set up the Check-in reminder and Missed check-in automations so clients get a nudge the day before a check-in is due and a kind follow-up if they miss it.","md",null,{},true,{"title":161,"description":858},"ZkmaK84v59s1m3dOhtiOzx0GJEpk_8y7_4z1niCnXew",[866,868],{"title":152,"path":153,"stem":154,"description":867,"children":-1},"Add files, links and articles to your Library. Choose which packages can access them, set release timing, and keep resources up to date.",{"title":165,"path":166,"stem":167,"description":869,"children":-1},"Turn client-event automations on or off, add email, push, chat or webhook steps, set wait times and test your messages.",1794647054958]