[{"data":1,"prerenderedAt":1285},["ShallowReactive",2],{"navigation_docs_en":3,"-en-check-ins-and-progress-creating-a-check-in-form":137,"-en-check-ins-and-progress-creating-a-check-in-form-surround":1280},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"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},"Understanding your dashboard","\u002Fen\u002Fgetting-started\u002Funderstanding-your-dashboard","en\u002F1.getting-started\u002F3.understanding-your-dashboard",false,{"title":23,"path":24,"stem":25,"children":26,"page":21},"Clients and onboarding","\u002Fen\u002Fclients-and-onboarding","en\u002F2.clients-and-onboarding",[27,31,35],{"title":28,"path":29,"stem":30},"Create a coaching package","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-a-coaching-package","en\u002F2.clients-and-onboarding\u002F1.creating-a-coaching-package",{"title":32,"path":33,"stem":34},"Creating an initial questionnaire","\u002Fen\u002Fclients-and-onboarding\u002Fcreating-an-initial-questionnaire","en\u002F2.clients-and-onboarding\u002F2.creating-an-initial-questionnaire",{"title":36,"path":37,"stem":38},"Managing documents and signatures","\u002Fen\u002Fclients-and-onboarding\u002Fmanaging-documents-and-signatures","en\u002F2.clients-and-onboarding\u002F3.managing-documents-and-signatures",{"title":40,"path":41,"stem":42,"children":43,"page":21},"Workouts and nutrition","\u002Fen\u002Fworkouts-and-nutrition","en\u002F3.workouts-and-nutrition",[44,48,52],{"title":45,"path":46,"stem":47},"Nutrition Plans","\u002Fen\u002Fworkouts-and-nutrition\u002Fnutrition-plans","en\u002F3.workouts-and-nutrition\u002F1.nutrition-plans",{"title":49,"path":50,"stem":51},"Workout Programs","\u002Fen\u002Fworkouts-and-nutrition\u002Fworkout-programs","en\u002F3.workouts-and-nutrition\u002F2.workout-programs",{"title":53,"path":54,"stem":55},"Workouts walkthrough","\u002Fen\u002Fworkouts-and-nutrition\u002Fworkouts-walkthrough","en\u002F3.workouts-and-nutrition\u002F3.workouts-walkthrough",{"title":57,"path":58,"stem":59,"children":60,"page":21},"Check-ins and progress","\u002Fen\u002Fcheck-ins-and-progress","en\u002F4.check-ins-and-progress",[61,65,69,73,77,81],{"title":62,"path":63,"stem":64},"Client Insights","\u002Fen\u002Fcheck-ins-and-progress\u002Fclient-insights","en\u002F4.check-ins-and-progress\u002F1.client-insights",{"title":66,"path":67,"stem":68},"Creating your check-in form","\u002Fen\u002Fcheck-ins-and-progress\u002Fcreating-a-check-in-form","en\u002F4.check-ins-and-progress\u002F2.creating-a-check-in-form",{"title":70,"path":71,"stem":72},"Exercise Analysis: Form check","\u002Fen\u002Fcheck-ins-and-progress\u002Fexercise-analysis-form-check","en\u002F4.check-ins-and-progress\u002F2.exercise-analysis-form-check",{"title":74,"path":75,"stem":76},"Lab Results","\u002Fen\u002Fcheck-ins-and-progress\u002Fusing-labs","en\u002F4.check-ins-and-progress\u002F3.using-labs",{"title":78,"path":79,"stem":80},"Reviewing Check-ins","\u002Fen\u002Fcheck-ins-and-progress\u002Freviewing-check-ins","en\u002F4.check-ins-and-progress\u002F4.reviewing-check-ins",{"title":82,"path":83,"stem":84},"Setting up daily habits","\u002Fen\u002Fcheck-ins-and-progress\u002Fsetting-up-daily-habits","en\u002F4.check-ins-and-progress\u002F5.setting-up-daily-habits",{"title":86,"path":87,"stem":88,"children":89,"page":21},"Communication and scheduling","\u002Fen\u002Fcommunication-and-scheduling","en\u002F5.communication-and-scheduling",[90,94],{"title":91,"path":92,"stem":93},"Managing your schedule","\u002Fen\u002Fcommunication-and-scheduling\u002Fmanaging-your-schedule","en\u002F5.communication-and-scheduling\u002F1.managing-your-schedule",{"title":95,"path":96,"stem":97},"Messaging your clients","\u002Fen\u002Fcommunication-and-scheduling\u002Fmessaging-your-clients","en\u002F5.communication-and-scheduling\u002F2.messaging-your-clients",{"title":99,"path":100,"stem":101,"children":102,"page":21},"Content and community","\u002Fen\u002Fcontent-and-community","en\u002F6.content-and-community",[103,107,111],{"title":104,"path":105,"stem":106},"Creating an education course","\u002Fen\u002Fcontent-and-community\u002Fcreating-an-education-course","en\u002F6.content-and-community\u002F1.creating-an-education-course",{"title":108,"path":109,"stem":110},"Managing your community","\u002Fen\u002Fcontent-and-community\u002Fmanaging-your-community","en\u002F6.content-and-community\u002F2.managing-your-community",{"title":112,"path":113,"stem":114},"Sharing content with clients","\u002Fen\u002Fcontent-and-community\u002Fsharing-content-with-clients","en\u002F6.content-and-community\u002F3.sharing-content-with-clients",{"title":116,"path":117,"stem":118,"children":119,"page":21},"Automation and AI","\u002Fen\u002Fautomation-and-ai","en\u002F7.automation-and-ai",[120,124],{"title":121,"path":122,"stem":123},"Getting started with Crew","\u002Fen\u002Fautomation-and-ai\u002Fgetting-started-with-crew","en\u002F7.automation-and-ai\u002F1.getting-started-with-crew",{"title":125,"path":126,"stem":127},"Setting up automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":66,"body":139,"description":1273,"extension":1274,"links":1275,"meta":1276,"navigation":1277,"path":67,"seo":1278,"stem":68,"__hash__":1279},"docs_en\u002Fen\u002F4.check-ins-and-progress\u002F2.creating-a-check-in-form.md",{"type":140,"value":141,"toc":1247},"minimark",[142,146,152,162,167,211,220,229,244,248,268,271,281,287,291,299,306,310,313,337,344,350,354,357,560,574,585,589,601,626,650,654,668,687,691,698,731,734,738,741,747,750,754,763,766,770,780,786,789,793,796,827,830,834,837,882,885,889,921,927,930,933,937,970,978,981,984,993,997,1000,1042,1048,1057,1061,1075,1091,1095,1112,1122,1132,1136,1143,1146,1150,1156,1167,1171,1181,1184,1188],[143,144,145],"p",{},"Ask clients about their progress, collect photos and find out where they need support. Start with a template or write questions for the way you coach.",[147,148],"guide-video",{"library-id":149,"title":150,"video-id":151},"757500","Creating a check-in form video guide","edf0c3b3-b05f-47f5-8d93-e226d3512ef2",[153,154,155,159],"details",{},[156,157,158],"summary",{},"Read video transcript",[143,160,161],{},"Open Intake, then Client forms. Select New form and choose Check-in. Give your form a name. Add a question, then choose Long text input. Write your question and make it required. Check the wording, then select Save and close.",[163,164,166],"h2",{"id":165},"create","Create a check-in form",[168,169,170,179,189,204],"ol",{},[171,172,173,174,178],"li",{},"Open ",[175,176,177],"strong",{},"Intake → Client forms",".",[171,180,181,182,185,186,178],{},"Leave ",[175,183,184],{},"All"," selected and choose ",[175,187,188],{},"New form",[171,190,191,192,195,196,199,200,203],{},"Select ",[175,193,194],{},"Check-in"," in ",[175,197,198],{},"Create form",". You'll see an ",[175,201,202],{},"Untitled form"," in the builder.",[171,205,206,207,210],{},"Select the title, enter a name such as ",[175,208,209],{},"Weekly check-in",", and press Enter.",[143,212,213,214,216,217,178],{},"If you start from the ",[175,215,194],{}," filter, the creation button may read ",[175,218,219],{},"Check-in form",[143,221,222],{},[223,224],"img",{"alt":225,"height":226,"src":227,"width":228},"Create form dialog with the Check-in option for recurring progress.",720,"\u002Fguides\u002Fcreating-a-check-in-form\u002F01-create-form.png",1280,[143,230,231,232,235,236,239,240,243],{},"You now have an empty form in your library. Use ",[175,233,234],{},"Save & close"," after editing to save its title and questions. Kahunas makes your first active check-in form the default, so check ",[175,237,238],{},"Set this form as default"," in the ",[175,241,242],{},"Form"," panel before continuing.",[163,245,247],{"id":246},"templates","Start from a template",[143,249,191,250,253,254,195,257,260,261,264,265],{},[175,251,252],{},"Import template",", then ",[175,255,256],{},"Weekly check-in baseline",[175,258,259],{},"Choose a template"," to start with common progress questions. The template includes weight, sleep, stress and energy, along with ",[175,262,263],{},"What went well this week?"," and ",[175,266,267],{},"Where do you need support?",[143,269,270],{},"In a form that already has questions, importing adds the template questions after your existing ones. Read the combined form and remove questions you do not need before saving.",[143,272,273,274,264,277,280],{},"Check the ",[175,275,276],{},"Optional",[175,278,279],{},"Required"," settings after import. Keep questions that help you coach the client, and use the template's progress fields when you want to collect those measurements.",[143,282,283],{},[223,284],{"alt":285,"height":226,"src":286,"width":228},"Choose a template dialog with Weekly check-in baseline.","\u002Fguides\u002Fcreating-a-check-in-form\u002F04-template.png",[163,288,290],{"id":289},"ai-draft","Draft a form with AI",[143,292,293,294,298],{},"If your account supports AI form creation, open ",[295,296,297],"a",{"href":122},"Crew"," and describe the form you need. To revise an existing form, name it and check that the right one has been selected.",[143,300,301,302,305],{},"Review the proposed structure before approving it. Check the finished questions, then select ",[175,303,304],{},"Build"," to save the new form or update the selected form. Open the saved form to review the result before assigning it to clients.",[163,307,309],{"id":308},"questions","Add and edit questions",[143,311,312],{},"To write a question from scratch:",[168,314,315,324,329],{},[171,316,191,317,320,321,178],{},[175,318,319],{},"Add a question"," and choose an input type. For example, choose ",[175,322,323],{},"Long text input",[171,325,326,327],{},"Select the question text and replace it with your wording, such as ",[175,328,263],{},[171,330,191,331,333,334,336],{},[175,332,276],{}," to change it to ",[175,335,279],{}," if the client must answer it. Check the resulting label.",[143,338,339,340,343],{},"Use the plus controls between questions or at the end of the form to add more. You can use ",[175,341,342],{},"Add field"," where shown.",[143,345,346],{},[223,347],{"alt":348,"height":226,"src":349,"width":228},"Question type menu with Long text input among the available choices.","\u002Fguides\u002Fcreating-a-check-in-form\u002F02-question-type.png",[163,351,353],{"id":352},"question-types","Choose a question type",[143,355,356],{},"Choose the type that matches the answer you need. Some account setups offer fewer types.",[358,359,360,376],"table",{},[361,362,363],"thead",{},[364,365,366,370,373],"tr",{},[367,368,369],"th",{},"Type",[367,371,372],{},"Use it for",[367,374,375],{},"Example",[377,378,379,393,404,417,430,443,456,469,482,495,508,521,534,547],"tbody",{},[364,380,381,387,390],{},[382,383,384],"td",{},[175,385,386],{},"Short text input",[382,388,389],{},"A brief written answer",[382,391,392],{},"What is your focus for next week?",[364,394,395,399,402],{},[382,396,397],{},[175,398,323],{},[382,400,401],{},"A fuller written answer",[382,403,267],{},[364,405,406,411,414],{},[382,407,408],{},[175,409,410],{},"Number",[382,412,413],{},"A number",[382,415,416],{},"How many workouts did you complete?",[364,418,419,424,427],{},[382,420,421],{},[175,422,423],{},"Dropdown",[382,425,426],{},"One answer from a list",[382,428,429],{},"How closely did you follow your plan?",[364,431,432,437,440],{},[382,433,434],{},[175,435,436],{},"Single choice",[382,438,439],{},"One answer from visible options",[382,441,442],{},"Did you complete your planned sessions?",[364,444,445,450,453],{},[382,446,447],{},[175,448,449],{},"Multiple choice",[382,451,452],{},"More than one answer",[382,454,455],{},"What made training harder this week?",[364,457,458,463,466],{},[382,459,460],{},[175,461,462],{},"Rating",[382,464,465],{},"A rating",[382,467,468],{},"How was your energy this week?",[364,470,471,476,479],{},[382,472,473],{},[175,474,475],{},"Date",[382,477,478],{},"A date",[382,480,481],{},"Which date does this check-in cover?",[364,483,484,489,492],{},[382,485,486],{},[175,487,488],{},"Time",[382,490,491],{},"A time",[382,493,494],{},"What time did you go to bed?",[364,496,497,502,505],{},[382,498,499],{},[175,500,501],{},"Add Image",[382,503,504],{},"An image from the client",[382,506,507],{},"Add a progress photo.",[364,509,510,515,518],{},[382,511,512],{},[175,513,514],{},"Upload Video",[382,516,517],{},"A video from the client",[382,519,520],{},"Upload a clip of your squat.",[364,522,523,528,531],{},[382,524,525],{},[175,526,527],{},"Email",[382,529,530],{},"An email address",[382,532,533],{},"Ask for a contact address if you need one.",[364,535,536,541,544],{},[382,537,538],{},[175,539,540],{},"Attach File",[382,542,543],{},"A file from the client, where available",[382,545,546],{},"Attach the document you want to discuss.",[364,548,549,554,557],{},[382,550,551],{},[175,552,553],{},"URL",[382,555,556],{},"A link from the client, where available",[382,558,559],{},"Add a link to your event.",[143,561,562,264,564,566,567,264,570,573],{},[175,563,501],{},[175,565,514],{}," ask the client to supply media. Use ",[175,568,569],{},"Heading",[175,571,572],{},"Description"," to add section names and instructions; clients do not answer those blocks.",[143,575,576,577,264,579,581,582,584],{},"You can track suitable ",[175,578,410],{},[175,580,462],{}," answers in progress graphs. Keep metric names consistent and check the results in ",[295,583,62],{"href":63},". Use text answers for context during your review.",[163,586,588],{"id":587},"answer-options","Set up choice answers",[143,590,591,592,594,595,597,598,600],{},"For ",[175,593,423],{},", ",[175,596,436],{}," or ",[175,599,449],{},":",[168,602,603,609,612,618],{},[171,604,605,606,178],{},"Select the question and find ",[175,607,608],{},"Options",[171,610,611],{},"Replace each option's text with an answer the client can choose.",[171,613,191,614,617],{},[175,615,616],{},"Add option"," for more answers.",[171,619,620,621,597,623,625],{},"Check the question's ",[175,622,276],{},[175,624,279],{}," setting.",[143,627,628,629,631,632,634,635,594,637,594,640,264,643,646,647,649],{},"For example, ",[175,630,455],{}," could use ",[175,633,449],{}," with ",[175,636,488],{},[175,638,639],{},"Sleep",[175,641,642],{},"Soreness",[175,644,645],{},"Nothing this week",". Use ",[175,648,436],{}," if the client should pick one answer.",[163,651,653],{"id":652},"organize","Arrange questions and sections",[143,655,656,657,264,660,663,664,667],{},"Drag a question by its handle, or use ",[175,658,659],{},"Move up",[175,661,662],{},"Move down",", to change its position. Select ",[175,665,666],{},"Delete field"," to remove a question you no longer need. Save after these changes.",[143,669,670,671,673,674,677,678,680,681,683,684,686],{},"Where available, add a ",[175,672,569],{}," such as ",[175,675,676],{},"Training and recovery"," to group questions. Add a ",[175,679,572],{}," block to explain that section. You can write general instructions in the ",[175,682,572],{}," box in the ",[175,685,242],{}," panel.",[163,688,690],{"id":689},"layout","Choose a layout",[143,692,693,694,697],{},"If your account includes ",[175,695,696],{},"Layout",", choose:",[358,699,700,709],{},[361,701,702],{},[364,703,704,706],{},[367,705,696],{},[367,707,708],{},"How to arrange your form",[377,710,711,721],{},[364,712,713,718],{},[382,714,715],{},[175,716,717],{},"One page",[382,719,720],{},"Keep the questions together on one page.",[364,722,723,728],{},[382,724,725],{},[175,726,727],{},"Step by step",[382,729,730],{},"Add headings to separate the form into steps.",[143,732,733],{},"Account setups that support fewer form types may also hide headings, description blocks and layout choices. Use the controls available in your builder.",[163,735,737],{"id":736},"preview","Review your form",[143,739,740],{},"Read the form from top to bottom. Check that clients can understand each question and know what to enter. Review the answer choices and required questions, then remove anything you will not use in your coaching review.",[143,742,743],{},[223,744],{"alt":745,"height":226,"src":746,"width":228},"Weekly check-in form with What went well this week? marked Required.","\u002Fguides\u002Fcreating-a-check-in-form\u002F03-review-form.png",[143,748,749],{},"Use the template’s measurement fields for consistent progress tracking, and check the results after clients submit.",[163,751,753],{"id":752},"save","Save and check your changes",[143,755,191,756,758,759,762],{},[175,757,234],{},". You'll see ",[175,760,761],{},"Form saved"," and return to the forms library. Reopen the form to check its title, questions and required settings.",[143,764,765],{},"If you see an error, read it and correct the named field before saving again. A saved form is ready for assignment; choose its clients and check-in schedule in the following steps.",[163,767,769],{"id":768},"default","Choose your default check-in form",[143,771,772,773,775,776,779],{},"Open the form you want as your default and use ",[175,774,238],{},". If another default exists, read the confirmation and select ",[175,777,778],{},"Yes"," to replace it.",[143,781,782,783,785],{},"This change takes effect before you save your question edits. Use ",[175,784,234],{}," for those edits. To change away from your current default, open another form and make that one the default.",[143,787,788],{},"Kahunas keeps one default for each form type. Changing the default leaves existing client assignments in place. Review the form selection during client or package setup.",[163,790,792],{"id":791},"assign","Assign the form to clients",[143,794,795],{},"Save your changes before assigning the form.",[168,797,798,804,811,817],{},[171,799,800,801,178],{},"Reopen the saved form and select ",[175,802,803],{},"Assign",[171,805,806,807,810],{},"Use ",[175,808,809],{},"Search clients"," and choose the clients who need it.",[171,812,813,814,178],{},"Review your selection, then select ",[175,815,816],{},"Assign form",[171,818,819,820,823,824,178],{},"If you see ",[175,821,822],{},"Replace check-in form?",", check that you want to replace their current form before choosing ",[175,825,826],{},"Yes, replace",[143,828,829],{},"A client can have one active check-in form. After replacing it, check the client's schedule; an existing schedule can carry over to the replacement.",[163,831,833],{"id":832},"packages","Use a form with a package",[143,835,836],{},"Choose the package action that matches the clients you want to reach.",[358,838,839,852],{},[361,840,841],{},[364,842,843,846,849],{},[367,844,845],{},"Your goal",[367,847,848],{},"Where to set it up",[367,850,851],{},"Result",[377,853,854,868],{},[364,855,856,859,865],{},[382,857,858],{},"Give the form to clients who are on a package now",[382,860,861,862],{},"Form builder → ",[175,863,864],{},"Add to package",[382,866,867],{},"Assign the form to current active clients on that package.",[364,869,870,873,879],{},[382,871,872],{},"Choose the form for future client setup with a package",[382,874,875,876],{},"Package editor → ",[175,877,878],{},"Attach coaching resources → Check-in form",[382,880,881],{},"Save a package default for invitations and enrollment.",[143,883,884],{},"Use both actions if you want to update current package clients and choose the form for future clients.",[163,886,888],{"id":887},"current-package-clients","Assign to current package clients",[168,890,891,896,907,910],{},[171,892,893,894,178],{},"Open your saved form and select ",[175,895,864],{},[171,897,898,899,902,903,906],{},"In ",[175,900,901],{},"Attach to package",", open ",[175,904,905],{},"Package"," and choose the package.",[171,908,909],{},"Read the client count and any message about existing forms.",[171,911,191,912,914,915,918,919,178],{},[175,913,816],{},". If you see ",[175,916,917],{},"Replace existing forms?",", review the change before selecting ",[175,920,826],{},[143,922,923],{},[223,924],{"alt":925,"height":226,"src":926,"width":228},"Attach to package dialog for assigning a form to current active package clients.","\u002Fguides\u002Fcreating-a-check-in-form\u002F06-package-assignment.png",[143,928,929],{},"You will change the form for the active package clients included in the selection. Check the count before confirming. If the package has no active clients, you cannot assign the form this way.",[143,931,932],{},"This action leaves the package's saved default unchanged. Set that choice in the package editor if future clients should use the same form.",[163,934,936],{"id":935},"package-default","Choose a form for future package clients",[168,938,939,948,954,959],{},[171,940,173,941,944,945,178],{},[175,942,943],{},"Revenue → Packages",", then open the package for editing. For a new package, select ",[175,946,947],{},"Add package",[171,949,950,951,178],{},"Continue to ",[175,952,953],{},"Attach coaching resources",[171,955,898,956,958],{},[175,957,219],{},", choose your saved form. Review any preselected form before continuing.",[171,960,961,962,965,966,969],{},"Finish the package details and review your choices. Use ",[175,963,964],{},"Save draft"," to continue later, or ",[175,967,968],{},"Publish"," when the package is ready to offer.",[143,971,972],{},[223,973],{"alt":974,"height":975,"src":976,"width":977},"Check-in form selection showing Weekly check-in in the package editor.",46,"\u002Fguides\u002Fcreating-a-check-in-form\u002F07-package-default.png",263,[143,979,980],{},"You choose the check-in form alongside the package's price and payment terms. Choose an onboarding questionnaire as a separate resource if you need one.",[143,982,983],{},"During a client invitation, review the package's selected form and the client's schedule before sending. Clients who sign up through the package's enrollment page receive its chosen form if it remains active and available. Saving or publishing a package leaves current clients' forms unchanged.",[143,985,986,987,989,990,992],{},"See ",[295,988,28],{"href":29}," for package pricing and setup, or ",[295,991,10],{"href":11}," for the invitation steps.",[163,994,996],{"id":995},"schedule","Set the client's check-in schedule",[143,998,999],{},"After assigning a form:",[168,1001,1002,1008,1014,1033],{},[171,1003,173,1004,1007],{},[175,1005,1006],{},"People → Clients"," and choose the client.",[171,1009,191,1010,1013],{},[175,1011,1012],{},"Edit"," in the profile header.",[171,1015,898,1016,1019,1020,1023,1024,594,1027,597,1030,178],{},[175,1017,1018],{},"Edit client",", choose ",[175,1021,1022],{},"Check-in cadence",": ",[175,1025,1026],{},"Weekly",[175,1028,1029],{},"Every 2 weeks",[175,1031,1032],{},"Every 4 weeks",[171,1034,1035,1036,253,1039,178],{},"Select one or more ",[175,1037,1038],{},"Check-in days",[175,1040,1041],{},"Save",[143,1043,1044,1045,1047],{},"These controls require an assigned form. Recheck the form and days after replacing an assignment. You set the schedule for each client; the builder's ",[175,1046,696],{}," setting controls how they read the questions.",[143,1049,806,1050,1053,1054,178],{},[175,1051,1052],{},"Inbox → Check-ins"," to ",[295,1055,1056],{"href":79},"review submissions and respond",[163,1058,1060],{"id":1059},"library","Find forms and check responses",[143,1062,806,1063,1066,1067,1070,1071,1074],{},[175,1064,1065],{},"Search forms"," and the form-type filters to find a saved form. Check ",[175,1068,1069],{},"Form status"," for active or archived forms. Select a saved form to read its question list and required settings in ",[175,1072,1073],{},"Form preview",", then open it for editing if needed.",[143,1076,1077,1078,594,1081,594,1084,264,1087,1090],{},"Read ",[175,1079,1080],{},"Forms live",[175,1082,1083],{},"Returned this week",[175,1085,1086],{},"Outstanding",[175,1088,1089],{},"Completion"," for an overview of your forms. These cards cover the forms library; use the selected form's details to check its own usage.",[163,1092,1094],{"id":1093},"reminders","Follow up on missing check-ins",[143,1096,898,1097,1099,1100,1103,1104,1107,1108,1111],{},[175,1098,1086],{},", choose the available ",[175,1101,1102],{},"Chase"," action and review the recipients in ",[175,1105,1106],{},"Chase outstanding forms",". Edit the message, then select ",[175,1109,1110],{},"Send reminder"," when you are ready to send a direct message.",[143,1113,1114,1115,1118,1119,178],{},"Kahunas allows one chase message per client in 24 hours. If you see ",[175,1116,1117],{},"Already messaged recently",", refresh and follow up with the remaining clients. You can continue conversations in ",[295,1120,1121],{"href":96},"Messages",[143,1123,1124,1125,1127,1128,1131],{},"For scheduled email reminders, see ",[295,1126,125],{"href":126}," and the ",[175,1129,1130],{},"Check-in reminder"," workflow. Setting check-in days alone does not configure these reminders.",[163,1133,1135],{"id":1134},"duplicate","Make a copy for another coaching need",[143,1137,1138,1139,1142],{},"In the forms library, open ",[175,1140,1141],{},"Form actions → Duplicate"," for the form you want to reuse. Rename the copy, edit its questions and save it.",[143,1144,1145],{},"The copy starts without client assignments or default status. Choose those settings once you have finished editing.",[163,1147,1149],{"id":1148},"archive","Archive or restore a form",[143,1151,806,1152,1155],{},[175,1153,1154],{},"Form actions → Archive"," to retire a form you may need again. First move any active client assignments to another form. If you are archiving the default and another active check-in form exists, make that other form the default before archiving.",[143,1157,1158,1159,1162,1163,1166],{},"Find the form with the ",[175,1160,1161],{},"Archived"," filter and choose ",[175,1164,1165],{},"Restore"," to bring it back. Read any message about a conflicting default before continuing. Archiving keeps past responses linked to the form.",[163,1168,1170],{"id":1169},"delete","Delete a form",[143,1172,806,1173,1176,1177,1180],{},[175,1174,1175],{},"Form actions → Delete"," and read the confirmation before proceeding. Deletion is permanent. Choose ",[175,1178,1179],{},"Archive"," if you may want to restore the form later.",[143,1182,1183],{},"Kahunas blocks deletion while clients have active assignments. If the form is the default and another check-in form exists, change the default first. After deletion, past responses no longer link to the deleted form.",[163,1185,1187],{"id":1186},"troubleshooting","If something looks different",[358,1189,1190,1200],{},[361,1191,1192],{},[364,1193,1194,1197],{},[367,1195,1196],{},"What you see",[367,1198,1199],{},"What to check",[377,1201,1202,1210,1223,1231,1239],{},[364,1203,1204,1207],{},[382,1205,1206],{},"A question type or layout control is missing",[382,1208,1209],{},"Your account may use a more limited set of form controls. Choose from the types in your builder.",[364,1211,1212,1215],{},[382,1213,1214],{},"You cannot find your form",[382,1216,1217,1218,597,1220,1222],{},"Check the search text and the ",[175,1219,194],{},[175,1221,1161],{}," filter.",[364,1224,1225,1228],{},[382,1226,1227],{},"You cannot assign a package",[382,1229,1230],{},"Check that the package is active and has active clients. Team permissions may limit which clients you can choose.",[364,1232,1233,1236],{},[382,1234,1235],{},"You cannot change the client's check-in days",[382,1237,1238],{},"Assign a check-in form to the client first.",[364,1240,1241,1244],{},[382,1242,1243],{},"Archive or Delete is blocked",[382,1245,1246],{},"Check active client assignments and whether the form is the default.",{"title":1248,"searchDepth":1249,"depth":1249,"links":1250},"",2,[1251,1252,1253,1254,1255,1256,1257,1258,1259,1260,1261,1262,1263,1264,1265,1266,1267,1268,1269,1270,1271,1272],{"id":165,"depth":1249,"text":166},{"id":246,"depth":1249,"text":247},{"id":289,"depth":1249,"text":290},{"id":308,"depth":1249,"text":309},{"id":352,"depth":1249,"text":353},{"id":587,"depth":1249,"text":588},{"id":652,"depth":1249,"text":653},{"id":689,"depth":1249,"text":690},{"id":736,"depth":1249,"text":737},{"id":752,"depth":1249,"text":753},{"id":768,"depth":1249,"text":769},{"id":791,"depth":1249,"text":792},{"id":832,"depth":1249,"text":833},{"id":887,"depth":1249,"text":888},{"id":935,"depth":1249,"text":936},{"id":995,"depth":1249,"text":996},{"id":1059,"depth":1249,"text":1060},{"id":1093,"depth":1249,"text":1094},{"id":1134,"depth":1249,"text":1135},{"id":1148,"depth":1249,"text":1149},{"id":1169,"depth":1249,"text":1170},{"id":1186,"depth":1249,"text":1187},"Create, assign and manage reusable check-in forms for your clients.","md",null,{},true,{"title":66,"description":1273},"XffSGKjs-yJXi-lAWpyp_DP1RgL91Lx174xp1NdTOL8",[1281,1283],{"title":62,"path":63,"stem":64,"description":1282,"children":-1},"Review a client's Overview, then use Metrics to understand their recorded measurements and changes over time.",{"title":70,"path":71,"stem":72,"description":1284,"children":-1},"Review your client's exercise videos and send feedback on their form.",1792652753511]