I just put up a 10-minute video walking through how I review a client check-in inside Assistant Coach. If you’d rather watch the workflow than read about it, this post is the place to start.

The video is the show-don’t-tell version of how I think a coach’s check-in hour should feel: every metric, every photo, every note in one screen, with the response written from the same view.

Key Takeaways

  • 10-minute single-take walkthrough of one real client check-in review inside Assistant Coach — nothing is sped up or staged
  • Covers the four default check-in sections (training metrics, body measurements, subjective feedback, progress photos) plus mid-review notes, goals/plan sidebar, and writing the coach response
  • The whole workflow happens in one screen — no tab-switching, no folder-hunting, no copy-paste between tools
  • The check-in template shown is fully customizable; the default questions are the ones I ask my own clients
  • Free tier (5 clients, 15 in beta) gets you the exact review screen in the video — no paywall on the workflow itself

Prefer YouTube? Watch it on the channel here.

What’s in the video

The whole point is to show one full review end-to-end, not a marketing reel of disconnected features. Chapters jump you straight to the moment you care about:

The client in the walkthrough is Sofia, a post-pregnancy mum training at home around her toddler — a pretty common shape of online client. She has about three months of check-ins on file, which is enough data to actually show what a trend chart and a side-by-side photo comparison look like once the history is built up.

Why I recorded this

I have written a lot about the check-in review process and the workflow bottlenecks that slow it down. The article version is fine, but a workflow is one of those things where reading about it always undersells what it actually feels like to do.

So I sat down, picked one client, and recorded the real review in one take. The pace is the pace I actually work at. Nothing is sped up.

If you coach online, you’ll probably find yourself comparing it mentally to your own setup — which is exactly what I want. A lot of the reason I am building this product is that my own workflow used to be three browser tabs, a Google Sheet, and a folder of WhatsApp photos, and I lost an evening every week to it.

If the workflow looks useful and you want the deeper writeups, these are the most relevant posts:

Try the same view yourself

Assistant Coach has a free tier with up to 5 clients (15 in beta), so the check-in review you see in the video is exactly what you get when you sign up. Add a client, ask them to submit a check-in, and the review screen in the walkthrough is the one you’ll be looking at.

Get started at assistantcoach.fit

More walkthroughs are coming — new video in the series every week, covering a different part of the coaching workflow. Subscribe on YouTube if you want to follow along.

Full video transcript (auto-generated, ~10 min read)

Verbatim transcript of the published walkthrough. Auto-transcribed by supercut.ai on 2026-05-07 — some filler words and partial sentences kept intact for accuracy.

[00:02] Hey everyone, this is Yashasvi. This video is part of my series to show you how the Assistant Coach platform works. In this video, we will be talking about the check-in viewer that's present in the platform.

[00:15] As coaches, we all know that reviewing client check-ins is, like, one of the most essential parts. And I have been doing it every week for multiple clients. So the check-in viewer that's here is a result of what I wanted to see in an ideal check-in viewer component.

[00:35] So yeah, let's get started. As you can see, on this particular check-in, it's by a client named Sophia Anderson. At the top, it shows you, okay, which client's check-in is this. You also have this dropdown which shows you, like, all the different check-ins this client has submitted.

[00:56] So right now, we're reviewing the latest one, which is March twenty-three, but you could jump to any check-in that you want if you want to reference any previous things that they have submitted.

[01:04] The check-in viewer is divided into different components. The first one is training and metrics. One thing I would tell you is that, okay, this is the check-in viewer for me as a coach — it has the questions that I ask my clients, but everything is customizable as per your needs.

[01:22] So as a coach, you might want to ask different questions to your clients, so you can do that easily on the platform. What I'm showing here is what the system supports by default. You don't need to put in a lot of effort to actually have these kinds of check-ins, which I'm going to show you.

[01:40] So first, we have this training and session. It has the number of days worked out, the average sleep that they had, the average number of steps, and the water intake that they had.

[01:53] And for all of these values, they also tell you how they have differed from the last time a client submitted the check-in. Same for steps. So we can see, like, steps have reduced a bit, sleep has reduced a bit for this client. Their water intake has increased.

[02:10] And then there are small trend lines just to give you an idea of where the value is headed, like what's the mini-trend of a particular metric.

[02:19] And if you want to see some long-term trends for these metrics, you click on Show Long-Term Trends. So it will show you the entire check-in history. If they have been submitting for the last six months, it will show you exactly how these values have differed, how these values compare across all of the previous check-ins that they have submitted.

[02:43] So you can see this client's sleep has been hovering around seven hours, and same with steps. You can see pretty much everything. You just hover on a point, so it tells you that, okay, on nineteenth January, this was the steps value for that client. So it gets very easy to look at any information on a particular date.

[03:08] Same with the number of workouts and the water intake. So that's the first section. And as coaches, we know that all these four values, how much important role they play in a client's progress.

[03:16] The second is body measurements. Of course, this shows how much progress the client is making. So if they are doing a cut, you want to see a graph like this. You have the weight measurement, and then different body measurements — waist, hips, arms, thighs. So these are the measurements that the system supports by default.

[03:45] But if you want to have more measurements, you can still add them, and you would have a similar view for those measurements.

[03:54] And then one thing I notice — the weight is down by one point seven kgs since their last check-in. Their last check-in was sixteenth March, and this check-in is twenty-three. So one point seven kg in a single week sounds a bit intense to me.

[04:11] So what I'm going to do is, I'm going to take a note. So here is this Add Note button. What I do usually is, whenever reviewing check-ins, I take notes throughout the review so that I don't forget about what I feel about a particular value.

[04:30] So for example, this is a note I would take — that the weight change feels a bit drastic. If you want to add a to-do here, not just a note, you could also mark this as a to-do so that you don't need to remind yourself, "Okay, this is what you need to do for that particular client." In this case, I don't want a to-do, so I will just save the note.

[04:56] So the note is saved, then you can of course access all the notes from the sidebar.

[05:07] And then, going to the next section. So as coaches, we know that all the objective numbers that you saw above, they don't really tell you the whole story, right? Some of those numbers might be moving, some of those might not be moving. But you also need to understand how the client is feeling while following your program.

[05:31] So you need some subjective input as well for the client. So this is the next section that actually allows you to do that. These are some of the questions that I ask my clients usually — what were their wins from the last week? What was the challenge they were facing? How was the nutrition adherence?

[05:49] If you notice, there is no metric above which could really tell you about the nutrition adherence, right? So I get to know it from this section. And then as we know, stress level plays an important role as well. And then I also ask them always about if they have a consistent sleep routine, because that really plays a role no matter if you are cutting or in your bulk journey.

[06:20] And then the last part is the progress pictures, comparing the progress pictures. So you can easily compare the progress pictures for this check-in versus the last check-in. You can compare front, side, back, and of course you can zoom in, zoom out, if you want. If the client has submitted a wrong angle, you can rotate the pictures as well.

[06:44] And then this is the comparison from first, when the client started, which was Jan five, to today's check-in, which is March twenty-three. And some people actually prefer a different view, which is this slider view instead of side by side. So when you click on that, it switches to this kind of a view.

[07:08] While talking to some coaches, I realized that for some coaches it's better for them to analyze the pictures using this way. Personally, I actually like the side-by-side view more — I kind of find it more intuitive. But yeah, it's up to you.

[07:23] So these are the different things submitted by the client. You have pictures, you have subjective feedback, you have body measurements, and you have some training and metrics.

[07:34] At the top of the check-in, you can also see what goals we are chasing for this client, so that you know against what goals you are reviewing the client check-in. Like, if we are targeting a particular weight for the client, if we are targeting particular strengths for the client. So you can see all of those goals there.

[07:57] And then while reviewing the check-in, if you also want to have a look at the meal plan, you can see this sidebar — you can just tap on Meal Plan here, and it will show you what's the current meal plan that the client has. And then same with the workout plan. So in just one tap, you could see, okay, this client has been assigned this workout plan.

[08:22] So now you have reviewed the complete check-in. Now you want to get back to the client, right? So you have this Coach Response option. Here is where the assistant comes into picture, why the product is named Assistant Coach.

[08:38] So you have an option of manually writing this response, or you have an option of generating a draft using AI. What AI would do here, if I click it, it will actually analyze the current check-in values and will also take into account your writing style — how do you usually write your check-ins. And then the notes that you have taken, it will also take that into account while writing the check-in.

[09:08] So as you see, it took eight seconds. It has returned you a pretty good draft of the response that you can get back to the client. If you remember, we had this note where we noted that the weight is a bit drastic drop this week. So the check-in response has that. So the response is grounded into the notes that you are taking. It's not some random response.

[09:32] And then you can edit anything if you want here. For example, you just want to remove this line from here. And then the moment you save the response, you are done reviewing the check-in. So this response would be visible to the clients on their client app as well.

[09:56] And yeah, that's pretty much it — what all the platform offers to review check-ins. If you have any questions regarding this, please feel free to drop a comment or reach out to me. I would be happy to help. And if you want to give this software a try, I would drop the link in the comments. Thank you.