The Check-ins panel

Open a client, pick Tracking, then Check-ins under Body. This is the log of every progress entry that client has: what they submitted, what you logged for them, and what came in from their app.

This page is about reading and filtering the log. For what a check-in tracks, how the cadence is set and what happens when you delete one, see Check-ins and progress tracking.

The entry log

One row per entry, newest first. The quiet line beside the title counts the whole filtered list, not the page you are on.

• Date is the entry date, not the day it was submitted.
• Label is the form the entry came from. An entry you logged yourself, or a note you added without a form, shows a dash.
• Weight, BF % and Waist are three of the thirty or so measurements an entry can carry, picked because they are the ones a coach scans a column of. The unit is in the column heading, because it is the same for every row and repeating it on each one would bury the numbers. On imperial you are reading pounds and inches there.
• Photos counts the photos attached to the entry.
• Source is Coach, Scheduled or App.
• Status is your own stage for that entry. An entry nobody has touched reads PENDING.

The rest of what the entry holds is in the pane beside it, or in the full report.

Paging

The list is paged ten at a time, and the pager takes 10, 25 or 50. Paging happens on the server, so a filter narrows the whole list rather than the page you can see. Changing a filter puts you back on page one, because a filter that leaves you on page four of a one-page result shows an empty table and no explanation.

Filtering the log

What Reviewed and Flagged mean on a check-in

The three chips narrow the check-ins by status, and those two words are not fixed states: Protocol reads your own status names, so a status of yours whose name mentions reviewed, done or complete counts as reviewed, and one that mentions needs or flagged counts as flagged. A status named something else is neither, and it is still perfectly usable, it just does not answer this particular question. If none of your statuses are named either way, the filter has nothing to select on and you get the full list back.

Filtering check-ins to the ones with photos, measurements or notes

Has narrows to entries that carry something, and you can pick more than one:

Source: coach, scheduled, or the client’s app

Source narrows to Coach entry, Scheduled or Client app, which is the same three sources the Data sources card on the Overview counts.

The two together answer most of what you actually come here for: Has photos on its own is the photo history, Has client notes is everything they wrote to you, and Source: Client app is what they sent outside a schedule.

Reading an entry beside the list

On a screen at least 900 pixels wide, clicking a row loads it into the pane on the right rather than opening anything. Below the widest screens the log makes room for the pane by dropping its least-read columns first, Photos and Source, and on the narrowest ones Label, body fat and waist too; everything it drops is in the pane. That is what makes a column of entries something you can read down: three entries is three clicks, not three open-and-close cycles with the list hidden behind a dialog.

The pane shows, for the entry you picked:

• Open full report, the loudest thing on it, because reading happens here and answering happens there;
• up to three photos from the entry;
• every measurement on it, with the move against the entry before it;
• the notes, yours or the client’s;
• the first eight form answers, under the name of the form they came from.

An entry with none of those reads Nothing on this entry, which is a real state: a note added against a date with nothing else on it looks exactly like that.

Reading what the client answered

The Form answers part of the pane is where the check-in stops being numbers. It lists the first eight questions the client answered, each question with its answer written in full underneath, under the name of the form they came from, and it is usually the half that says why a number moved. For all of them, and to write back, use Open full report.

The change in the pane is against the previous entry in the list you are looking at. Narrow the filter or move to another page and the entry it compares with can change with it. When you want a deliberate comparison of two particular dates, tick them both and use Compare instead.

Narrower than 900 pixels there is no pane, and clicking a row opens the full report directly. Nothing is lost; the reading step just happens in a dialog.

Ticking rows: compare, and delete

Every row has a tick box, and the bar that appears once you tick something carries what you can do with the selection. Compare needs exactly two, any two, so March against today is a comparison you can ask for. In the comparison, hovering a measurement’s name shows its highest and lowest reading, the change from first to last, and the biggest swing between any two of the entries you are comparing, with the dates it ran between. Delete takes as many as you ticked and always asks first, naming the count.

Deleting a check-in is permanent and takes the measurements, photos, answers and any progress report written about it. The detail is in Check-ins and progress tracking, and it is worth reading once before you need it.

Tracking settings

Tracking settings, on the log’s header, is the agreement with this one client: whether they are notified when a check-in is due, and which progress-tracking form they get. It is the same dialog as the one on the Overview, and it is not the same thing as Configure, which is your own preference about what a screen draws. See The Tracking tab.

Next: turn an entry into feedback you can send → Progress reports