---
title: "How do I assign my client check-ins?"
description: "Instructions on how to assign a check-in form"
url: https://support.coachkit.co.uk/en/articles/216-how-do-i-assign-my-client-check-ins
collection: "Check-ins"
updated: 2026-02-23
language: en
---

# How do I assign my client check-ins?

Instructions on how to assign a check-in form

There are two ways to assign check-ins to a client. First, go to **Clients**, select the client’s name to open their profile, then:

-   Click the **Actions** button in the client header.
    
-   Choose **Manage Check-ins**.
    

![](https://staticfiles.gleap.io/ghelparticle/yflqrAeWb5loADdmxsUrRjaBESeGOx8QGx23E7X11svcHfLoCTS8UpYbwHz4EYePq7RSjWJk0CC.png)

![](https://staticfiles.gleap.io/ghelparticle/ZfUH9kV9dN93TigzCcjF5AVOy6tHdTZTwUfiKRb2o5yF3JeOEQHLI7gAB6WUnAK49jxw8CLnYis.png)

Alternatively, you can go to the **Forms** tab and click **Manage Check-ins** from there.

![](https://staticfiles.gleap.io/ghelparticle/zxOLQYjnmk87hVQ89ZoSg5BZjLEQBNowsWUglIH6FwNE9Ab120ZWJfuOIOLQFx3ndupnbFCWrd0.png)

This will open a window where you can assign custom daily or scheduled check-ins, or apply a check-in template.

![](https://staticfiles.gleap.io/ghelparticle/iVb3j6zIqy3GJMgIHUcPPsdpaQVjKiEDJ2jsRoMDlC0guOF4YrKKwX2cTXTlwhqwRgAsGtQbPZO.png)

Once saved, head to the **Forms** tab to view the forms and the specific days the client will see them.

![](https://staticfiles.gleap.io/ghelparticle/hArp09hmQ43t6hnU12heHJ3EKmr1vNpuKStmWmVCh4ASpEpHs0uaAaBqjjh9ldL1twwijkyPqnA.png)