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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

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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