Configuring Check-In Questions

Check-in questions are the questions your clients answer each time they submit a check-in. You can create multiple question forms and assign different ones to different services.

Viewing Your Question Forms

Navigate to Settings > Check-In Questions to see a list of all your check-in question forms.

Each form shows its name and action buttons to preview, edit, or delete.

Creating a New Question Form

1. Navigate to Settings > Check-In Questions
2. Click Add form
3. Use the form builder to add and configure questions
4. Save the form

Question Types

The form builder supports the following field types:

• Short Text — single-line text input. Options: max length (1–255), min length, placeholder, required, hidden.
• Long Text — multi-line text area. Options: max length (default 1000), min length, placeholder.
• Number — numeric input for whole numbers.
• Float — numeric input that accepts decimals.
• Scale — a 1–10 rating slider.
• Yes/No — boolean toggle.
• Choice — radio buttons for selecting one option from a list.
• Multiple Choice — checkboxes for selecting multiple options from a list.
• Dropdown — a dropdown menu for selecting one option.
• Date — a date picker.
• File Upload — file attachment with optional file type filters (image, video, document, audio).
• Content — display-only text or instructions shown to the client (not an input field).

Field Options

Each field supports the following options depending on its type:

• Required — the client must answer this question before submitting
• Hidden — the field is hidden from the client (useful for internal tracking)
• Help Text — guidance text displayed below the field
• Placeholder — placeholder text shown inside the input
• Min Length / Max Length — character limits for text fields

Editing a Question Form

1. Find the form in the Check-In Questions list
2. Click the Edit button
3. Modify your questions and save

At the bottom of the form editor, two buttons let you add content:

• Add Fields — adds a new question input (short text, scale, file upload, etc.)
• Add Context Text — adds a display-only content block for instructions or explanatory text between questions. Context text is shown to the client but doesn't collect any input.

Deleting a Question Form

Click the Delete button next to the form. A confirmation dialog will appear before the form is removed.

Note: Deleting a question form won't affect past check-ins that used it, but clients assigned to a service using this form will need a replacement.

Previewing a Question Form

Click the View button next to any form to see a preview of how it will appear to clients.

Assigning to a Service

Question forms are assigned to services, not directly to clients. To use a question form:

1. Go to Settings > Services
2. Edit the service
3. Select your question form in the Check-In Questions dropdown

All clients on that service will then use this question form for their check-ins.

Updated on: 19/03/2026