Clients, chat, and check-ins

Manage active clients, conversations, check-in templates, and submission inbox.

The Clients tab covers everyone with active workspace access: list and detail views, delivery chat, check-in templates, and the submissions inbox.

Tab structure

Open Clients:

Subtab	Path	Purpose
All clients	`/students`	Search, filter, open student detail
Templates	`/checkins`	Build and assign check-in forms
Submissions	`/checkins/inbox`	Review due, submitted, and missed responses

All clients list

The list shows active seats, linked offer/program, and risk signals.

Search by name or email
Risk filters — surface clients who may need attention (low engagement, missed check-ins)
Capacity class — when dual capacity is enabled, distinguish learner vs coaching seats (each pool has its own limit on Usage)

Click a row to open student detail.

Student detail

From the detail page you can:

Action	Use for
Goals & notes	Private coaching context
Tags	Segment clients (e.g. phase, injury, tier)
Chat	Delivery questions and program support
Promotion	Move a learner to coaching capacity (preview → confirm) when dual capacity applies
Schedule assign	Set delivery start dates when your workflow supports them

Keep medical emergencies outside in-app chat. Check-ins are not diagnostic tools.

Chat

Program chat module must be enabled and the student must have active access. Chat opens from student detail or the student workspace. For course-level chat settings on marketplace products, see Courses — chat.

Check-in templates

Under Templates (/checkins):

Browse templates and assign them to students or programs with recurrence (weekly, etc.)
Create or edit a template on a dedicated form page (/checkins/new; add ?id= to edit an existing template)
Question types: text, single choice, multi choice, rating
Set template status (draft / active / archived)

Keep forms short. Tell clients how often you review submissions.

Submissions inbox

Under Submissions (/checkins/inbox):

Status	Meaning
Due	Waiting for client response
Submitted	Ready for your review
Missed	Past due without submission

Review answers, leave feedback, and follow up in chat when needed.

Basic automations

Basic automations are implemented and included in Starter, Pro, and Studio. Web workspace automation settings let you configure program and onboarding check-in assignments on purchase or client activation, notifications and trainer follow-up tasks for missed check-ins and inactivity, and notifications for access expiry and payment failures.

Advanced automations remain a separate capability marked coming later. Notification delivery depends on the client's permissions and configured channels.

Seats and billing

Active clients consume seats on your author plan (and coaching seats when dual capacity applies). Monitor Billing → Usage.

Cancelling a student recurring payment does not always revoke access immediately
The current paid period may continue until it ends
Your author subscription lapse is separate — see Billing & limits

Common mistakes

Assigning check-ins before the check-ins module is enabled on the program
Expecting chat on a program with chat disabled
Ignoring risk filters until clients churn
Confusing student subscription cancel with instant access removal