Create Check-in Questionnaire

Check-ins help you stay connected with clients and track their progress better. Watch the video below to see how you can quickly create a check-in questionnaire.

You can create a check-in questionnaire for your clients to answer while they make their regular check-ins. Here are the steps to do so -

1. Under the 'Settings' section, click on 'Client Check-Ins'.

2. Click on the edit pencil icon beside the 'Check-in Questionnaire' settings.

3. From here you can add or edit the questionnaire as per your requirement. Click on the blue '+' button at the bottom right corner of the screen to add new questions.

4. You can add choice-based, scale based or free text answer questions. Click on the 'Save' button at the top right corner of the screen.

5. Once saved, make sure to switch 'ON' the toggle for the check-in questionnaire.
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Hope this helps you well. Do let us know in case you need anything else, we will be happy to help you.

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