Course

Run check-ins with forms

Check-in forms in Coaching on the web, 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

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 form

    A 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 link

    Turn 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 clients

    Switch 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 responses

    Every 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