As a personal trainer, your role is much more than the time spent physically training with your clients. Coaching them to reach their goals involves regular communication, updating plans, and a whole load of admin work. But what if you could take away some of the admin work, without compromising on your quality of service or client experience?
Daily or weekly check-ins are essential for building accountability and tracking progress, but over time, they can become time-consuming and easy to miss. If you feel like you can never take a day off or have a lot of clients to juggle, then automating your check-ins could be just what you’re looking for – and Everfit is the tool to help you do it.
Everfit is designed with coaches in mind to deliver valuable features that will save you time, maintain consistent services, and most importantly, help your clients stay on track. From auto-messaging and self-check-ins and more, here are three simple hacks to automate your check-ins and help you run your coaching business more effectively.
The benefits of automating your daily client check-ins
Why is automating your daily client check-ins a good idea? Some of the benefits include:
Time efficiency
Automating your check-ins will save you time by cutting out the need for manual texting or writing emails, saving you time on progress tracking.
Consistency
Ensure you never forget a follow-up! Sending automatic communications ensures a consistent approach, ensuring your clients are supported no matter what. Reclaim your work-life balance by making sure your check-ins are always sent out on time.
Scalability
As your client list grows, so can your workload. Automation helps you handle more clients while freeing up your time for planning, programming, and sessions.
Enhanced client engagement
Keep your clients engaged through regular client communication, for a service that still feels personal and meaningful.
Save 5+ hours a week with Everfit’s Automated Check-ins
Do you feel like you spend all of your mornings and evenings dealing with client admin? Imagine being able to save 5+ hours a week with Everfit. Here’s how our automated check-ins work:
1. Tailor Check-ins with Forms and Questionnaires
Daily and weekly check-ins offer much more than just documenting physical changes. They can help give coaches insights relating to mental well-being and progress. It’s easy to set up forms and questionnaires to send automatically to help you and your clients stay on track:
Follow our simple step-by-step guide to creating forms and questionnaires to get started. Forms allow for some excellent features, including:
- Higher personalization – ideal for daily mood, nutrition, or workout reflections.
- Coaches can adjust their coaching and programs promptly with insightful feedback.
- Responses are centralized in one place, instead of scattered messages.
Pro tip 1
Why not ask some of the following questions to make the check-in form more effective?
For Daily Check-In:
- How would you rate your energy levels today?
- Did you hit your hydration goals today?
- How did you sleep last night?
- Were you able to complete your scheduled workout today?
For Weekly Check-In:
- Looking back at this week, what physical or mental changes have you noticed?
- Is there anything from this past week you feel could use extra support or guidance?
- How did your overall consistency feel this week across workouts, nutrition, sleep, and mindset?
Pro tip 2
Use the responses given to help tailor your interactions, ensuring better engagement with your clients and making them feel heard. You can do this by commenting on a form directly.
Respond in a way that shows you’re listening; this helps deepen engagement and makes clients feel seen and valued.
Pro tip 3
Use the form-trigger to improve responsiveness after check-ins and save time by reducing manual program setup.
2. Assign and Schedule Self-Check-in Automatically.
Reminding your clients to check in can be a time-consuming and forgettable task. Everfit makes this simple, providing automated check-in and task scheduling features, allowing you to assign actions to your clients for them to complete in their own time. From uploading progress photos to logging their weight, it can all be set up in advance for easy wins for both you and your clients.
Use the Tasks tool to schedule regular reminders for weekly, fortnightly, and monthly check-ins according to the program you’ve set for them. Setup is simple, and you can even create custom reminders for specific tasks like “Take a progress photo every Sunday.”
Using this feature will help save time, eliminating manual work and resulting in better tracking for your clients:
- No more late or forgotten check-ins, especially for important timestamps (weekly, monthly).
- Clients can complete tasks in their own time
- Make progress tracking easier, thanks to data uploading in real-time, instead of using spreadsheets.
3. Timely Communication with Auto Messages
Last but not least, one of the easiest ways to save time on client check-ins is through Everfit’s Auto Messages feature. All you need to do is use the Autoflow Scheduler to pre-schedule messages for exactly when you need them to go out. Whether it’s following a session, on a rest day, or at the start of a new week, you can send the messages you want at times when your clients need them the most.
The benefits of Auto Messages include:
- Pre-schedule messages in advance
- Coaches can manage tens to hundreds of clients at once
- Send big announcements in batches
- Ensures clients are consistently reminded
To get started, simply create a message in-app and select the time and day you want your message to be sent.
Pro tip:
Fight the misconception: Some coaches think an auto message is not friendly and can lower the response rate. With Auto Messages, you can make messages personal by using autofill variables or set the follow-up based on the assigned task/workout/program/habit, etc.
Example: Send an auto message: “How’re your quads feeling today after yesterday’s lower body session?” a day later to help form a complete, organized client coaching journey.
Wrapping Up
There are a lot of aspects to being a successful personal trainer, and managing client check-ins is one of the most important. Check-ins help your clients stay on track while giving you the insights and knowledge to help them move closer towards their goals. Using automation tools from Everfit will help you maintain regular check-ins for an enhanced experience for both you and your client.
Learn more about how Everfit can save you time and improve your personal training services. Let us do the heavy lifting to help your business grow.
