FitSpace author handbook
Open dashboard →Clients, chat, and check-ins
The Clients tab covers everyone with active workspace access: list and detail views, delivery chat, check-in templates, and the submissions inbox.
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 |
The list shows active seats, linked offer/program, and risk signals.
Click a row to open 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.
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.
Under Templates (/checkins):
/checkins/new; add ?id= to edit an existing template)Keep forms short. Tell clients how often you review submissions.
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.
Active clients consume seats on your author plan (and coaching seats when dual capacity applies). Monitor Billing → Usage.