EvoFit Help Center

Creating Check-In Templates

Define the questions clients answer in periodic check-ins.

trainer guide/clients/[id]
What this is for: Capture structured client feedback (sleep, soreness, mood, photos) on a recurring cadence.

What a template is

A CheckInTemplate is a reusable set of questions you build once and use across multiple clients. Question types:

TypeWhat the client sees
TextFree-text answer (notes, descriptions)
Scale1-10 slider (mood, sleep quality, soreness)
PhotoUpload a URL link to a photo (front/side/back)
Yes-NoBoolean toggle
NumberNumeric input (weight, hours of sleep)

Each template can have any number of questions in any order.

Create a template (current state)

A template body (sent to the API) looks like:

{
  "name": "Weekly Check-In",
  "questions": [
    { "type": "scale", "label": "Sleep quality (1-10)", "required": true },
    { "type": "scale", "label": "Energy level (1-10)", "required": true },
    { "type": "text",  "label": "Anything weird this week?", "required": false },
    { "type": "photo", "label": "Front photo (optional)", "required": false }
  ]
}

Once created, templates are owned by you and reusable across all your clients.

Editing or archiving a template

  • API: PATCH /api/check-in-templates/[id] or DELETE /api/check-in-templates/[id].
  • A template that's referenced by an active schedule cannot be deleted — archive instead.

What clients see

When you schedule a check-in (next article: Scheduling Check-Ins), an instance is generated on each due date. The client gets a notification (Mailgun email + push if enabled) and a form to answer.

Common pitfalls

Where to find this

  • Schedule for client: /clients/[clientId] → Forms tab (read existing schedules).
  • API: GET/POST /api/check-in-templates, GET/PATCH/DELETE /api/check-in-templates/[id].
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