How do I set up a weekly or monthly check-in schedule?
Set a check-in's weekly or monthly schedule and reminder time, and understand exactly when client reminders fire and rebuild.
A check-in form runs on a schedule, and that schedule drives one thing: when your clients get a reminder to fill it in. Clients can open and submit a check-in on any day — the schedule doesn't lock them out.
Schedules are set on the check-in form itself, on the web dashboard.
Set a check-in's schedule and reminder
- Open the check-in form and go to Schedule & reminders.
- Choose the frequency.
WeeklydefaultMonthly
- Weekly — repeat every 1 to 4 weeks, on the weekdays you pick.
- Monthly — on a specific day of the month (1–31), or on the first or last chosen weekday of the month.
- Set Send a reminder at — the time clients get a push notification, in each client's own timezone.
- Check the summary line on the card — for example "Weekly on Mon, Wed — reminder at 9:00 am". Then click Save form.
Schedule settings at a glance
| Setting | What it does | Default |
|---|---|---|
| Frequency | How often the check-in repeats | Weekly |
| Repeat every (weekly) | Weeks between sends, 1–4 | 1 |
| On these days (weekly) | Which weekdays it's scheduled | None selected |
| Monthly mode | Day of month 1–31, or first/last chosen weekday | Day 1 |
| Send a reminder at | When the client's reminder fires, in their timezone | 9:00 AM |
One-time and public forms have no schedule.
Turn reminders off for a check-in
There's no reminder on/off switch. A check-in with scheduled days always sends reminders at the set time.
To stop reminders while keeping the form assigned, clear the scheduled days. To stop them for one client, remove them from the check-in or give their assignment an end date.
How long a schedule runs
Schedules run indefinitely unless a client was assigned with an optional end date, in which case reminders stop after that day. An optional start date delays the schedule and reminders until that day, and for an "every N weeks" check-in it also anchors which week the cycle runs on. Both dates are set when you assign — see assigning a check-in to a client.
Reminders also stop when you remove a client from the check-in or delete the form.
Quick answers
What timezone do check-in reminders use?
The client's own — a 9:00 AM reminder arrives at 9:00 AM local time for every client. If a client has no timezone set, UTC is used, and if they change timezone their upcoming reminders move with them.