Check-in forms ask your clients the same questions on a schedule. Find them under Check-ins on the icon rail.

Create a form

Select New, then work through four steps.

  1. Details: a Form title, an optional description and an optional logo.

  2. Questions: select Add question for each one. Choose a type:

    • Scale 1–10, with optional labels for 1 and 10
    • Text answer
    • Multiple choice
    • Dropdown

    Mark questions as Required and reorder them with the arrows.

  3. Schedule: choose Weekly, Fortnightly or Monthly (every 4 weeks), the day and time, a start date, and how long it runs (Open-ended, 8 weeks, 12 weeks or Until a date). Times use your local time zone.

  4. Audience: pick clients, or turn on Assign to everyone in your organisation so new members are included automatically. Choose whether to Remind clients who haven't submitted (at 12 and 24 hours), Email me each submission, and Notify related coaches.

You can also ask Cal to draft a form for you from the Check-ins section.

What your clients see

When a check-in is due, the client gets a notification, a card in their chat with Cal and a card in their diary. They answer in the CalCoach app, one question per screen. Check-ins can't be answered on the web.

Forms ask questions only. They can't collect photos or body measurements.

The form's Overview also offers a Share link. Anyone with it can complete the check-in in the app after signing in. The link shows only your name, never the questions. You can Regenerate or Revoke it.

Review responses

  • The Responses tab lists every submission, with missed ones marked Missed. Filter by client and by date range (All time, Last 4 weeks, Last 12 weeks, Last 6 months).
  • Trends charts answers to Scale 1–10 questions over time, as an Average across clients or Per client.
  • Each submission is also posted in your chat with that client, and the client's Reports tab shows Recent Check-ins.

There is no separate PDF of responses. A client's latest check-in is included in their PDF report.

Pause or delete

Turn off Enabled to pause a form. Paused forms stop sending and disappear from clients' pending lists. Delete form stops sends and removes it for everyone assigned.