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Course

Run check-ins with forms

Check-in forms in Basecamp, from building one to reading the answers. It covers the six question types and whether a form should be public. It also covers getting a form to the right clients and reading responses as a series rather than one at a time.

  • 4 lessons
  • 40 min
  • For coaches
  • Progress tracked
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What you'll learn

By the end of this course, you'll be able to

  • Build a form using the six question types
  • Choose a unique name, knowing it can never be changed
  • Decide whether a form should be public, and what not to ask on one that is
  • Assign and unassign clients, and see why each one runs on their own clock
  • Read responses as a series, and know what deleting a form destroys

Before you start

  • A Performance or Infinity plan, because forms are gated
  • Clients to assign a form to, unless you are building a public one

Lessons

  1. Lesson 1: Building a check-in formA title, a schedule and your questions. Six question types, each markable required or optional, plus one setting you can never change afterwards.Guide·2 min read
  2. Lesson 2: Public forms and the shareable linkTurn public access on and anyone with the link can answer without a Workout Titan account. Useful for enquiries and screening, and it means anyone with the link.Explainer·2 min read
  3. Lesson 3: Assigning a form to clientsSwitch clients on or off and apply. Assignment is per client and per form, and the first one arrives immediately whatever schedule you set.Guide·2 min read
  4. Lesson 4: Reading form responsesEvery submission, labelled by who sent it and whether it came in privately or through a public link. What an unanswered question means, and what deleting one destroys.Guide·2 min read