Skip to main content

Section Cadence

Not every part of a check-in needs to be filled in every week. Body measurements often make more sense every 3 or 4 weeks. A deep reflection on goals might only need to come up monthly. Habit audits read better as a three-week average than a weekly snapshot.

Section cadence lets you control how often a single section of your check-in form appears for clients — without splitting your form in two or asking coaches to remember which form to send.

How it works​

Each section in your check-in form has an Ask this section dropdown:

  • Every submission (default) — Clients always see this section. Same as before.
  • Every 2 / 3 / 4 / 6 / 8 / 12 weeks — Clients only see this section when it's due.

When you set a cadence:

  1. The first time a client fills out this check-in, the section is shown. Always.
  2. After they submit, the section disappears until the cadence interval has passed (e.g. 3 weeks for "Every 3 weeks").
  3. Then it reappears in their next check-in, they submit it, and the clock resets.

The cadence is per-section, so a single check-in can have weekly questions and monthly questions side by side. The client just opens the form and fills in what's there — no decision required from them.

When to use it​

A few real coaching scenarios where this helps:

  • Body measurements — Most coaches measure full-body every 3 or 4 weeks, not every week. Skin folds compress, tape position varies, weekly numbers add noise without much signal.
  • Goal review / deep reflection — Asking "How do you feel about your progress overall?" every week dilutes the answer. Every 4 weeks gives clients time to actually have something to reflect on.
  • Habit audits — Three-week averages tell you more than weekly snapshots about whether a habit is sticking.
  • Photo check-ins on a different schedule than weight — Some coaches like weekly weight, monthly photos. One form, one cadence per section.

If everything in your form genuinely matters every week, leave the default — there's no "right" cadence. The control is there for the cases where weekly is too noisy.

How to set it​

  1. Go to Forms in the sidebar.
  2. Open the check-in template you want to edit (or create a new one).
  3. Expand the section you want to put on a cadence.
  4. Use the Ask this section dropdown to pick the cadence.
  5. Save the form.

Once saved, every client assigned to this form will follow the cadence on their next check-in.

When a section is collapsed in the builder, its cadence appears in the summary line (e.g. "5 questions · Every 3 weeks") so you can scan a form without expanding everything.

Things to know​

  • Only check-in forms. Cadence is hidden for intake, feedback, custom, and lead forms — those aren't recurring, so cadence doesn't make sense for them.
  • First check-in always includes the section. A client never starts a coaching relationship with a section hidden from them — they get the full form first time. The cadence kicks in only from their second submission onward.
  • Per-client overrides still work. If you add a custom section for a specific client on top of a cadenced template, the cadence on the template's sections still applies; the custom additions show every time.
  • Changing the cadence retroactively affects future check-ins immediately. A client mid-cycle on the old cadence will see the section reappear at the new interval after their next submission.
  • Existing forms keep working. Forms saved before cadence shipped have no cadence set — they behave as "Every submission" by default. Nothing changes for them until you choose to add a cadence.