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Session check-in form template

Progress, wins and blockers since the last session, so the next one starts where it matters.

Use this templateFree · no credit card
  • 5 questions
  • 1 page
  • 2 min to fill in
  • Business
formkit.app/you/session-check-in
Session check-in

Quick check-in

Five questions, about three minutes.

5 questions · 1 page
Try a theme

This is the real template. Fill it in, then make it yours.

Five questions a client answers before each session, so you start where it matters instead of catching up.

Who it’s for

Coaches, mentors and consultants who meet clients regularly.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions5 questions
  2. ThenThank you

    See you at our next session.

What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforSession check-in · just nowNew
How has it gone since our last session?
4
What went well?
Their answer, in their own words
What got in the way?
Their answer, in their own words
What should we focus on next time?
Their answer, in their own words
Would you like to move our next session?
Yes
From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/session-check-in3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Responses inboxEvery response in one inbox your team can work through.Explore NotificationsHear about a response the way you want to.Explore

Questions about this template

Can I see a client's check-ins over time?

Yes. Search the inbox by their name or email to see every check-in they've sent.

Can I get each one by email?

Yes. Notifications send each response to your inbox as it arrives, on every plan.

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