Use check-ins to collect regular responses

Check-ins are a recurring activity type that lets you collect structured responses from participants over time. Unlike worksheets (which are typically completed once), check-ins are designed to be submitted multiple times — making them ideal for weekly reflections, daily standups, progress updates, or mood tracking.

Overview

A check-in is an activity you add to your curriculum like any other activity type. You define a set of questions, and participants can submit responses as often as needed. Each submission is timestamped and stored individually, building a history of responses over time.

Check-ins work well for:

• Weekly reflections — Ask participants what they learned, what blocked them, and what they plan next
• Daily accountability — Collect brief status updates from a mastermind group
• Mood or energy tracking — Use a linear scale to track how participants feel throughout a program
• Session prep — Gather questions or topics before a live group call

Question types

Each check-in supports up to 10 questions. You can mix and match four question types:

Question type	What it does	Best for
Open ended	Free-text response	Reflections, detailed updates, open questions
Single select	Choose one option from a list	Status indicators, yes/no questions, categories
Multiple select	Choose one or more options from a list	Multi-topic selections, interest surveys
Linear scale	Pick a number on a scale with labeled endpoints	Confidence levels, mood tracking, ratings

You must include at least 1 question. Questions can be reordered by dragging them into the desired sequence.

Creating a check-in

Add a check-in to your curriculum the same way you add any activity:

1. Open the section where you want the check-in to appear
2. Add a new activity and select Check-in as the type
3. Give it a clear title (e.g., “Weekly Reflection” or “Session Prep”)
4. Add your questions — use the question type selector to choose the right format for each
5. For single select and multiple select questions, add the options participants will choose from
6. For linear scale questions, set the min and max labels (e.g., “Not confident” to “Very confident”)
7. Reorder questions by dragging them into the right sequence

Response visibility

You control who can see submitted responses. This setting applies per placement — so the same check-in can have different visibility in different locations.

Setting	Who sees responses
Admins only	Only program admins can view all responses. Participants see nothing.
Admins and self (default)	Admins see all responses. Participants see only their own past submissions.
All members	Everyone in the program can see all submitted responses.

To change visibility, open the check-in’s settings panel and select the desired option under Response visibility.

Stopping and restarting a check-in

You can stop a check-in to prevent new submissions — useful when a program phase ends or you want to pause data collection.

• Stop — Prevents participants from submitting new responses. Existing responses are preserved.
• Restart — Re-enables submissions so participants can respond again.

When a check-in is stopped, you can also delete all collected responses if needed. Deletion is only available while the check-in is stopped.

Viewing responses

As a program operator

Open the check-in’s response panel to see:

• Overview — Total responses, unique respondents, participants who haven’t responded, and average response time
• Participants list — Searchable, sortable list of all participants with their submission count and last response date. Filter by status (responded or not responded).
• Individual history — Click on a participant to see all their submissions in chronological order
• Placements — If the same check-in appears in multiple locations, view response stats per placement

As a participant

When you open a check-in, you see the questions and can submit your answers. Depending on the visibility setting, you may also see your own past responses listed below the form.

Exporting responses

Export check-in responses for analysis or record-keeping:

• CSV — Downloads a spreadsheet with one row per submission. Columns include the participant name, submission date, and each question as a separate column.
• JSON — Returns structured data with full question and answer details.

You can export all responses or filter to a specific participant. Exports are available from the check-in’s response panel.

Check-ins vs. worksheets

Both check-ins and worksheets collect participant responses, but they serve different purposes:

	Check-in	Worksheet
Submissions	Multiple — participants submit as often as needed	Typically once
Purpose	Recurring pulse checks, reflections, tracking over time	One-time exercises, assessments, intake forms
Question types	Open ended, single select, multiple select, linear scale	All of the above plus content blocks, ranking, signature, wheel, canvas
Response history	Full timeline of all submissions per participant	Single response per participant

Use check-ins when you want to track something over time. Use worksheets when you need a one-time structured response.