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Guide · For coaches

How to run weekly check-ins for 50+ clients without losing your Sunday

Published 7 August 20262 min readBy James Swift

At fifty clients, you need a way to review each week without collecting the same records from separate screens. Keep each client's check-in beside their workouts and nutrition so you have the context for a personal reply.

Choose where to start

Start with unresolved screening questions and clients who have raised a concern. Then look at changes in their recent records, such as fewer logged sessions or a lift that has held the same weight. Use flags to choose what to review first, and check the context before deciding what the client needs.

A quiet week means different things for a chatty client and a reserved one. Compare each client with their own recent history. In PTToolBox, you can review flags based on their last six weeks, with a reason beside their name.

Read one client in a single pass

Open the client's week with their check-in and training records together. You can use the Weekly summary as read-only factual notes, then check the records behind those notes. Compare this week's lifts with last week's before deciding what to discuss.

Check any unresolved health or screening questions alongside what the client has told you. A missing session log is a reason to ask whether they trained; it cannot tell you why the record is missing. You make that judgement through the conversation.

Give your own feedback on the week

Name something you noticed in their training and ask about anything the records leave unclear. You can record your own voice or video reply in the portal, or write through the channel you already use. Your client gets your judgement and your own words.

Keep a regular review for every client

Keep checking in with clients who have no flags too. You choose how much attention each week needs, including when to recognise progress or ask a follow-up question. Use the weekly overview to prepare, then give each client a personal reply.

See it on one of your own clients

Paste one client's week in and read it on a single screen. The Free plan covers three active clients, with no clock.

Start with one client