> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

![Check-in questions list](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/check-ins-questions-list_kf17f2.png)

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

![Check-in questions form editor](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/check-ins-questions-form_1y6w3m0.png)

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.

![Adding a new question field](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/check-ins-questions-add_9huery.png)

## 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.