Keep health coach client check-ins attached to cards

Health coaches miss weekly check-ins submitted via forms, risking client accountability. This attaches each check-in to the client's master card and completes checklist items so records stay current.

Overview

Missing weekly check-ins undermines client progress and accountability for solo health coaches. This workflow ensures every form submission lands on the client's master card and checklist items are completed, eliminating missed follow-ups and keeping client records current so coaches can focus on coaching outcomes.

Notable Features

Attach check-ins to master cards
Mark checklist items complete
Notify coach on new submissions