Support Assessments
How Do I Set Up Reminders to Be Sent Until My Client Completes Their Assigned Assessment?

How Do I Set Up Reminders to Be Sent Until My Client Completes Their Assigned Assessment?

Posted by Support Team on September 10, 2020 — Updated on June 15, 2025

As a trainer, you can remind your clients of an assessment until they complete it. Here’s how to set up automatic reminders for your assessments, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below.

1. Click on the “Clients” tab in the left sidebar.

Go to the “Clients” tab to select a client and set up reminders that will be sent until they complete their assigned assessment.

Click on the “Clients” tab in the left sidebar.

2. Select a client from the client list.

Select a client to access their profile and open the assessment.

Select a client from the client list.

3. Click “Assessments” tab.

From the “Clients” profile, click “Assessments” tab.

Click 'Assessments' tab.

4. Click “Assign New Assessment.”

Add a new assessment to the client to be able to set up the reminder.

Click 'Assign New Assessment.'

5. Click “Send reminders until client completes assessment(s)?”

In the “Assign New Assessment” section, select an assessment and check the box for “Send reminders until client completes assessment(s)?” to enable reminders. Then, click “Assign” to add the assessment with reminders to the client.

Click 'Send reminders until client completes assessment(s)?'

Now we’ll send your clients a weekly reminder until they complete the assessments so that you can focus on keeping them accountable to their fitness goals!

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