How do I run weekly client check-ins on Discord?
Updated · Coaching
Create a #weekly-check-ins forum, give each client one post titled with their name, and have them reply in it every week using a pinned five-line format. Use tags like Needs reply and Replied so you can filter what's waiting. Forum posts are visible to all clients who can see the forum, so use private rooms for anything sensitive.
| Setting | Value |
|---|---|
| Channel type | Forum |
| Post per client | Title: '{Name} check-ins' |
| Tags | Needs reply, Replied, Off track, Win |
| Guidelines | The 5-line check-in format |
| Reminder | Weekly reminder message or recurring event on check-in day |
The 5-line format
- This week I did:
- Numbers:
- What got in the way:
- Next week I will:
- Question for coach:
Your weekly routine
- Filter the forum by Needs reply.
- Reply in each post, then switch the tag to Replied.
- Pull wins into #wins (with permission).
- Note patterns in #coach-notes.
Quick answers
- Can other clients see check-ins?
- Yes, if they can see the forum. For private check-ins use one private channel per client instead.
- How do I remind clients?
- A recurring Scheduled Event on check-in day, or a scheduled message from a bot.
- Does this work for group programs?
- Yes. Group clients often like seeing each other's progress.
What to do next
The Coaching Clients template includes this forum, tags and format, plus private rooms. $49 one-time.
Related guides
Sources
Checked: . Discord changes features and menus often; if something looks different, the official help center is the source of truth. Discord Template Hub is not affiliated with Discord.