--- title: "How do I create check-in templates?" description: "Learn how to create check-in templates that can be assigned to your clients" url: https://support.coachkit.co.uk/en/articles/217-how-do-i-create-check-in-templates collection: "Check-ins" updated: 2026-07-15 language: en --- # How do I create check-in templates? Learn how to create check-in templates that can be assigned to your clients Want your client to check-in daily? Once every other week? No problem. CoachKit can do it. It is possible to setup any combination of check-ins: - Daily - Weekly - Biweekly - Monthly Creating a check-in template by going to **Account > Check-in Templates** ![](https://staticfiles.gleap.io/ghelparticle/SW0KnyaFlSMRpxKNrUQrpaxHSNphAaJn4W8anyEbODC6MPvWhhqYKegCCmYyiofLWnKtq35Lmrk.png) Click on **Create Checkin Template** and a window will open asking for the following details: **Template Details** ![](https://staticfiles.gleap.io/ghelparticle/kRcz1NOLIgRxcAJynuBMwGXXeJsQ5bVIr79SYOx2pPGnSwza4jQhar1zIrR40p8cpTxheEG6vRW.png)

	Description
Name	Enter a name for the check-in template
Description	Enter a description for the template

**Daily Checkins** ![](https://staticfiles.gleap.io/ghelparticle/9FxmVf7QZJjo90WpqN8qVKcSm5iB5emW5Bc4HFtnkMU4TBtHEEHnV3ZPqqQcMTdJMOWQu23nemD.png)

	Description
Enabled/Disabled Toggle	Slide the toggle to Enabled to turn on daily check-ins
Select Daily Form	Pick from available daily check-in forms

**Scheduled Checkins** ![](https://staticfiles.gleap.io/ghelparticle/gxZjAnUNteUcpXVZpGhV65V3ewCX6JqUSoMuYv0CDwULtWtAU9iTBoOZfoiTCFIXyn4UosIFWDS.png)

	Description
Weekly/Biweekly
Enabled/Disabled Toggle	Slide the toggle to Enabled to turn on the scheduled check-in
Show form	Pick from any available check-in forms
on the following day of the week	Choose any day from Monday to Sunday. When setting weekly or biweekly schedules on the same weekday, forms will appear on alternate weeks.
Monthly
Enabled/Disabled Toggle	Slide the toggle to Enabled to turn on daily check-ins
Show form	Pick from any available check-in forms
on the following date of the month	Pick from 1st to 31st. If the month has less than selected date, the form will be shown on the last of the month.

Remember to **Save** and the check-in template will be available to assign to clients. * * * **Edit Check-in Template** If you edit a check-in template, the changes will take effect on any clients assigned that template. * * * **Delete Check-in Template** If you delete a check-in template, the template will be removed from the client but the existing settings will remain. > **Warning:** Removing a form disables its associated schedule and removes it from the check-in template. For instance, if you delete a form assigned to a weekly schedule, the template will automatically update to disable that schedule.