Before assigning your AI Check-In templates to real clients, it’s crucial to test how they look and behave — especially if you’re building custom templates or writing your own AI prompts.
Here’s exactly how to test your templates inside FitMetrics:
✅ Step-by-Step: How to Test a Template
Go to the AI Check-Ins Configuration Panel
Head to your Templates tab inside the AI Check-Ins configuration.
Create or Select a Template
Either build a new template or choose an existing one you want to preview.
Click the “Test” Button
You’ll find this button next to each template. Clicking it opens the Test Template Modal.
Select a Test Client
Choose a client from your account. This will pull real data for all placeholders in the template so you can preview exactly how it will render.
Choose Where to Send the Test Message
⚠️ We highly recommend sending the test to your Trainerize test account or a coach/test account that is not a real client.
This lets you verify the formatting, flow, and data without confusing real clients.
🔁 Pro Tip: Test Multiple Scenarios
If you’re using custom AI prompts or advanced placeholders, don’t just test once.
We suggest testing your template with:
A client with full data (weight, macros, steps, habits)
A client with missing data (e.g. no workouts logged)
A client with compliance tracker statuses (e.g. “vacation” or “injured”)
This ensures your message still makes sense in real-world cases and avoids awkward outputs.
🧠 Why Testing Matters
While our default FitMetrics templates work out-of-the-box, many coaches choose to:
Write their own AI prompt logic
Customize tone and content
Mix manual and AI feedback
Use advanced placeholders
When you start doing this, the possibilities grow — but so does the chance of something looking off.
Testing helps you:
Catch formatting issues
Make sure all placeholders pull correctly
Confirm tone and language fits your coaching style
Avoid embarrassing messages sent to clients
Take 5 minutes to test. It’ll save you hours of fixes later.
When you’re done testing, head over to the next article: How to Assign Templates to Clients.