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How to Create Your First AI Check-In Template

Create your first AI Check-In template using real client data and smart placeholders — ready-to-copy format included.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over 2 months ago

AI Check-Ins are a game-changer — but they start with one key ingredient: your template.

This guide will walk you step-by-step through creating your first AI Check-In Template, including a ready-to-use template you can copy and customize.


🚀 Step-by-Step Setup

1. Go to the AI Check-Ins Configuration

Inside your FitMetrics dashboard, click "AI" from the left menu, then enable AI Check-Ins and click "Configure".

2. Click “New Template”

Give your template a clear name (e.g., Full Feedback, Weekend Check-In, etc.).

3. Set Your Data Timeframe

For your first template, choose “Last Week”. This will allow the AI to pull all metrics from the previous 7 days.

4. Paste the Template Content

Below is a full example you can use right away:

Template Name: Full Feedback

Data Timeframe: Last Week

Template Content (copy & paste):

Week ({{week_start_date}} - {{week_end_date}}) Feedback

Client Name: {{client_full_name}}
Age: {{client_age}}
Height: {{client_height}}

Nutrition and Energy Balance:

Calories Goal: {{avg_calories_goal}}
Weekly Average Calories Eaten: {{avg_calories_eaten}}

Protein Goal: {{avg_protein_goal_g}}
Average Protein Intake: {{avg_protein_eaten_g}}

Weight Progress:

Goal: {{client_goal}}
Program Starting Weight: {{client_starting_weight}}
Weight Progress Since The Beginning: {{weight_progress_since_start}}
Average Weight Two Weeks Ago: {{avg_weight_last_week}}
Average Weight Last Week: {{avg_weight_this_week}}
Average Weight Compared to Last Week: {{weight_change_vs_last_week}}

Workout Stats:

Workouts Completed: {{workouts_completed}} out of {{workouts_scheduled}}

Coach Feedback:

{{ai_coach_feedback}}

Please Schedule your 1:1 Coaching Call for support: Click here to schedule 1:1 call

In case you can't find a slot, please join our group support calls using this link: Click here for group support calls

🤖 A Note on {{ai_coach_feedback}} placeholder

This is where the magic happens.

The {{ai_coach_feedback}} is a custom AI prompt — it pulls real client data and generates personalized feedback in your own coaching voice.

You can view and customize this under the AI Prompts tab inside the AI Check-Ins settings.

We recommend starting by copying our default prompt, modifying it slightly to match your style, and testing it on a few clients.

🧠 Extra Tips:

  • The placeholder {{ai_coach_feedback}} is powered by a custom AI Prompt you can configure inside the AI Prompts tab.

  • You can duplicate our default prompt, tweak it, and test different versions.

  • If your client has a status set in the Client Compliance Tracker (e.g. vacation, sick, injury, etc.), the AI will adjust its tone and recommendations accordingly. For example, if a client is marked as injured, the AI won’t ask them why they skipped workouts — it will instead suggest recovery advice. So always keep the Compliance Tracker updated!


🧠 Pro Tip

You don’t need to start with 10 templates. One high-quality template like this one, scheduled on Mondays, will already save you hours of manual work — while delivering massive value to your clients.

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