Once you've created and tested your AI Check-In templates, it's time to assign them to clients. You can assign up to 4 check-in schedules per client (up to 10 on the Business package) — for example, a full Monday review, a mid-week nudge, a Friday calorie check, and a Sunday call reminder.
Step-by-Step Guide
Go to the Check-in Schedules tab.
Find the client you want to assign a template to.
Click the + icon next to their name.
A popup will appear — here you'll configure:
Template — select which check-in template to assign
Scheduling method — choose between Recurring or Calendar
Sender — choose who sends the message (AI sender, assigned coach, or a specific trainer)
Scheduling Methods
Recurring (Weekly / Bi-Weekly / Monthly)
Set a regular schedule that repeats automatically:
Weekly — sends every week on the selected day
Bi-Weekly — sends every 2 weeks (waits at least 14 days between sends)
Monthly — sends once a month on the selected day of the month (waits at least 30 days)
Choose the day and time to send. Times are based on your business timezone.
Calendar (Specific Dates)
Pick exact dates on a calendar for more control:
One-time — send on selected dates and then stop
Yearly — send on the same dates every year
This is great for seasonal campaigns, challenges, or special events.
Bulk Assignment & Deletion
Use the checkboxes to select multiple clients
Click Actions → Assign Template
Configure the schedule once — it applies to all selected clients
You can also delete templates in bulk the same way
Important Notes
Schedule limit per client. You can assign up to 4 check-in schedules per client (up to 10 on the Business package). If you need more, consider combining content into fewer templates.
Send times use your business timezone, not the client's timezone. Make sure your timezone is correct in Settings.
Clients need a messaging channel. The client must have a Trainerize message thread or Telegram group linked. If neither exists, the check-in will be skipped.
Pro Tip
If you're running a challenge, promotion, or seasonal campaign, the calendar scheduling and bulk assignment features are game-changers. Use Smart Views to filter specific client groups, then bulk-assign a targeted template.