How do I create a weekly check-in form?

To set up a weekly check-in form, create a new Check-In Form on the Forms page, add your questions, then configure its Schedule card to repeat every 1 week on the day(s) you want. Once the schedule is saved, every client linked to the form is prompted automatically each week — you don't need to re-assign it manually.

Create the check-in form

1. Open Forms in the sidebar.
2. On the Form Templates tab, click New form.
3. Enter a form name (up to 100 characters).
4. Under Select form type, choose Check-In Form.
5. Click Create Form.
6. In the form editor, click Add question and build out the questions you want clients to answer each week.

To add or edit questions later, open the form again from Forms → Form Templates and click its row.

Set the weekly schedule

The schedule lives on the master form, inside the form editor. Open the check-in form and scroll to the Schedule card.

1. Set Frequency to Weekly.
2. Under Repeat every, select 1 to make it weekly. The dropdown allows 1, 2, 3, or 4 weeks if you want to switch to fortnightly or monthly cadences later.
3. Under On these days, tick the day or days each week you want the check-in to fire (Monday through Sunday). You can pick more than one day if you want clients to check in multiple times a week.
4. Under Send a reminder at, set the time of day the push notification should fire.
5. Changes save automatically as you adjust the schedule. There's no separate save button on the schedule card itself, but make sure to Save form to persist any other edits in the editor.

What the client sees

Once the schedule is set, every client linked to the form gets a push notification at the scheduled time on each scheduled day, telling them to complete the check-in. The form also shows on their Home tab as an uncompleted form until they submit it.

If a client doesn't submit on the scheduled day, the form stays available for them to complete late — the next scheduled cycle does not replace the previous one.

Apply the form to clients

Linking clients to the form is done separately from the schedule.

• To assign the form to clients, follow the assign flow from the Forms page or the client's profile. Schedule changes you make on the master form sync to every linked client automatically — you don't need to re-assign.
• To see all submissions across clients, open the form and use the Submissions view.

Things to watch out for

• The Schedule card only appears on Check-In Forms. One-Time Forms and Public Forms don't have a recurring schedule and don't show this card.
• Schedule changes apply to every client linked to the master form. There's no way to give one linked client a different cadence — give that client a copy via Create a copy on the assign flow if you need a different schedule for them.
• The reminder time uses the client's timezone, set under their Profile settings. If a client's timezone is wrong, their reminder will fire at the wrong time. Confirm with the client if they're getting reminders at unexpected hours.
• Picking 0 days under On these days means the form will never trigger. Make sure at least one day is selected.
• The schedule controls when reminders fire and when the form appears on the client's home tab. It does not retroactively create submissions for past weeks.
• A form must have at least one question before clients can submit it. Build the questions out before relying on the schedule.