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AI Check-Ins vs AI Forms — What's the Difference?

Understand the difference between AI Check-Ins (automated smart messages with placeholders) and AI Forms (custom data collection forms). Two separate features that work together.

Written by Xenios Charalambous
Updated over a month ago

This is one of the most common questions we get. AI Check-Ins and AI Forms are two completely separate features in FitMetrics — but they work beautifully together. Here's how they differ and when to use each one.


Quick Summary

AI Check-Ins

AI Forms

What it is

Automated messages sent to your clients

Custom forms your clients fill out

Direction

Coach → Client (outbound)

Client → Coach (inbound)

Purpose

Deliver personalized feedback, data summaries, and AI coaching

Collect information from clients (questionnaires, assessments, intake forms)

Uses client data?

Yes — pulls real-time data from Trainerize and FitMetrics automatically

No — the client manually enters their answers

AI involved?

Yes — AI generates personalized coaching feedback

Optional — AI can analyze form responses after submission

Where to find it


AI Check-Ins — Automated Smart Messages

AI Check-Ins are automated messages that FitMetrics sends to your clients on a schedule you define. Think of them as your AI coaching assistant that delivers personalized weekly feedback without you writing a single message.

How it works:

  1. You create a template using smart placeholders (e.g., #{{client_first_name}}, #{{avg_calories_eaten}}, #{{ai_coach_feedback}})

  2. You assign that template to clients with a schedule (e.g., every Monday at 9am)

  3. FitMetrics automatically pulls each client's real data, generates AI feedback, and sends the message via Trainerize or Telegram

Example output a client receives:

Week (Mar 17 - Mar 23) Feedback
Hey Sarah, great work this week!
Calories Goal: 1,800
Average Eaten: 1,756 — right on target.
Workouts: 4 out of 5 completed (80%)
Weight: 68.2 kg → down 0.3 kg from last week.
[AI-generated personalized coaching feedback here]

Key features:

  • 100+ smart placeholders across nutrition, weight, workouts, habits, WHOOP, Oura, and more

  • AI-generated coaching feedback that adapts to each client's data

  • Schedule weekly, bi-weekly, or monthly — up to 4 check-ins per client (up to 10 on the Business package)

  • Choose who sends it: AI Message Sender, assigned coach, or a specific trainer

  • Test and preview with real client data before going live


AI Forms — Custom Data Collection

AI Forms are custom forms that you build and share with your clients to collect information. They replace tools like Google Forms or Typeform — but are fully integrated into FitMetrics.

How it works:

  1. You build a form with questions (text, multiple choice, scales, file uploads, etc.)

  2. You share a link with your client (or embed it in an AI Check-In message)

  3. The client fills it out and submits

  4. Responses are saved to their client profile for you to review

Common use cases:

  • Welcome / onboarding questionnaires

  • Weekly self-reported check-in forms ("How did your week go?")

  • Medical history assessments

  • Nutrition intake forms

  • Progress review questionnaires


Why the Confusion Happens

Many coaches create a form in AI Forms and name it something like "Weekly Check-In" or "Client Check-In Form." This is a perfectly valid use case — you're collecting self-reported data from your client.

But this is not the same as the AI Check-Ins feature, which is about sending automated, data-driven messages to clients.

Here's the simple way to remember it:

  • AI Forms = your client talks to you (fills out a form)

  • AI Check-Ins = you (via AI) talk to your client (sends a personalized message)


How They Work Together

The real power comes from combining both features. Here's a common workflow:

  1. Sunday: An AI Check-In sends your client a message with a link to your "Weekly Check-In" form (using the form link placeholder)

  2. Sunday/Monday: The client fills out the form with subjective data (how they felt, challenges, questions)

  3. Monday: A second AI Check-In fires — this time with the #{{ai_coach_feedback}} placeholder that reads both the client's Trainerize data and their form submission, then generates a comprehensive coaching response

This gives you the best of both worlds: objective data (from Trainerize) + subjective data (from the form) = deeply personalized AI coaching.


Still Not Sure Which One You Need?

I want to...

Use this

Send my clients a weekly summary of their nutrition, workouts, and progress

Ask my clients to fill out a questionnaire each week

Have AI write personalized coaching feedback based on real data

Collect medical history or onboarding info from new clients

Send a form link inside an automated message

Both — use AI Check-Ins to deliver the AI Forms link

Have AI read a client's form answers and generate feedback

Both — enable "AI Form Submission" as a data source in your AI Prompt

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