Create a form and send it to a client
Build a form with questions, then send it once or on a repeating schedule.
Where: Web or mobile app, for coaches
A form is a set of questions you send to a client once or on a schedule, such as a weekly check-in. Build the form in Setup, then send it from the client's page.
Steps
Create a form
Open Settings, then Setup, then Client Forms.
Tap New Form.
Type a Form name. Add a Description if you want one.
Under Question 1, type the question and pick an Answer type: Text, Scale (1-10), Yes / No, Multiple choice, or Photo.
For Multiple choice, type the Answer choices (at least two, one per line).
Turn Required on or off.
Tap Add question to add more. Tap Remove question to delete one.
Tap Create form. The button stays off until the form has a name and every question is complete.
To edit a form, tap its name, change it, and tap Save changes. To archive a form, tap the three dots on its row, then Archive form. On mobile you cannot save answers to the profile or save photos as progress photos. Use the web app for those two settings.
Send the form to a client
Open the client, then select Profile.
In Forms & Check-ins, select Forms & scheduled assessments.
Under Assignment type, choose Forms, then pick a Form.
Set Repeat and Send, then select Assign.
Common questions
What does the client see?
The client sees the form on their home screen. It shows the form name and "Form assigned · Tap to complete."
Where do I read the answers?
On web, answers show under Responses on the client's Forms & Check-ins section. On mobile, select Response history.
To read every response on web, open Assignments, then the Form responses tab. Find a response with Search responses, the Form menu, or the Submitted from and Submitted through dates. Select Clear filters to reset. Select View response on a row to read the answers. The page shows 25 responses at a time. Use the page numbers at the bottom to move on.
Where do I see forms that are not finished yet?
On web, open Forms & Check-ins and select Awaiting Response. Select Schedules to see repeating forms.
Can form answers update the profile?
Yes, one question at a time. When you build the form, open Question settings and tick Save answer to profile (trend).
Does archiving stop a repeating form?
No. A repeating assignment keeps sending the archived form. To stop it, end its schedule on the Assignments page.
Can I bring an archived form back?
There is no button for this in the app. Contact support.
Why can't I select Save?
Check that the form has a name, every question has text, every multiple choice question has at least two choices, and every question with Save answer to profile (trend) has a Section key and Field name.