Using Forms and Viewing Submissions 📝

Forms are used to collect more detailed client input beyond simple daily actions.

While actions allow for yes/no completion, forms allow for reflections, scaled answers, numerical input, and more in-depth feedback.

Forms are commonly used for weekly check-ins, end of program reviews, progress reflections, and tracking metrics such as sleep, mood, or energy.

Forms can be added to programs or directly to an individual client’s journey.

To create a form, go to Programs > Forms, then click Create Form.

Forms can also be created directly when adding them as a element to a program or the client journey.

To rename the form, click on the title at the top and enter a new name. To add a description, click the settings icon.

To add a question to your form, click +Add and choose + Question. You can also add Section Headers to keep your form organized.

This will create a default text question. To change the type, use the dropdown menu. Available question types include:

To edit a question, use the settings panel on the right-hand side. From here, you can toggle on Required and adjust settings specific to the question type.

For multiple choice questions, you can toggle on Multiple Selection and Other as an option.

For scale questions, you can select the range (for example, 1–5 or 1–10) and add labels within the question (for example, 1 = Poor, 5 = Excellent).

Scale, number, time, and photo questions can be connected to metrics. To use this, toggle on Connect to Metrics and select the required metric.

This allows responses to be tracked and displayed as graphs. For example, a sleep score entered daily can be linked to a sleep metric and visualized over time.

To rearrange/reorder questions, drag and drop them using the drag handle (three horizontal lines).

To Duplicate or Delete a question, use the available options within the settings panel on the right-hand side for each question.

To view forms, go to Programs > Forms. From here, you can search for forms or filter them by tag.

To filter forms by tag, use the tag filter at the top of the page. To add or remove a form tag, select the required form(s) and select the options that appear at the top of the page.

To create or manage form tags, go to Account Menu > Settings > Tags.

Open an existing form to review it in preview mode. To change its questions or content, click Edit form in the top bar.

If you see How do you want to edit this form?, review the options and choose where you want your changes to apply before continuing.

Make your changes, then use the save button to finish.

To duplicate or archive a form, click the ellipsis menu (⋮) beside it and select the relevant option. Archived forms appear in the Archived Forms tab; active forms appear in My Forms.

A form that a client has already submitted is read-only when opened from that client’s journey. You can still view the submitted response.

Open Programs, select the program, and click the plus icon on the day you want to add the form.

Select Add Form, then choose an existing form or create a new one.

Open Clients, select the client, and go to their Journey tab.

Click the plus icon on the required date, then select Add Form.

After selecting a library form for a client’s Journey, click Edit form and choose the scope of your changes:

Opening the editor alone does not add the form to the Journey. Finish saving or adding the form when you are ready, and check its scheduled dates.

When adding a form to a program or client journey, use the repeat control in the top bar. It shows Doesn’t repeat until you set a schedule.

For example, to schedule a weekly Monday check-in for six weeks, choose every 1 week, select Monday, and set Ends after to 6 occurrences.

Open an unsubmitted occurrence from the client’s journey and click Edit form. Review any editing-scope options, make your changes, then save.

If Save changes to which dates? appears, choose whether the changes should apply:

The options show the date you’re editing. Check the date and number of affected occurrences before confirming.

Forms the client has already submitted are protected from these repeat edits, so their previous responses stay as they are.

Click the dates control in the top bar to see where the form is scheduled.

Click the delete icon beside an unsubmitted occurrence, then choose:

To remove all unfinished occurrences shown in the list, choose Remove all upcoming. Completed entries remain in the client’s history.

Removed something by mistake? Click Undo immediately while it is available, before saving or closing the builder.

To remove one completed check-in, open the client’s Journey, open that item’s three-dot menu, and choose Delete. Type DELETE exactly, then confirm. Cancel closes the dialog without removing the item.

For a repeating check-in, this removes only the selected completed date; the other dates remain. This is separate from removing upcoming dates in the repeat controls. Removing a completed check-in does not make its submitted answers editable.

From here, you can:

On the coach website, go to Clients, open the client, and choose Forms. Use the All forms dropdown to filter the submissions list, then select a submission to read its answers.

Submissions are grouped by month. Each row shows the assigned date and how many questions were answered. The submission header shows when the client submitted the form in your coach time zone; an assigned date can differ from the submission date.

Answers appear beneath numbered questions. Unanswered questions show No answer. When available, turn on Hide unanswered to focus on completed answers; use Show to bring the hidden questions back. Click a photo answer to view it full-size.

When a client completes a form, you’ll receive a notification in the Notification Centre. Click it to open the Forms tab in the client’s profile and view their responses.

To see form submissions across all forms, open Filters, select Notification Type, and choose Is → Forms.

Want to review one particular check-in or assessment?

You can choose Form directly. You do not need to add a Notification Type filter first.

Use Save as Segment to keep a filtered view, such as your weekly check-in forms, so you can return to it quickly.

We’ve created a set of done-for-you forms to help you get started, including a PAR-Q, initial assessment, weekly check-in, InBody assessment, circumference measurement, workout readiness, workout program review, and hand precautions.

Access Done-for-You Forms

To add these to your account, click the link below and save the program. Once saved, the forms will be added to your form library as individual forms that you can use in your own programs or client journeys.

Importantly, these forms are designed to work with metrics, so you will need to create and link the relevant metrics in your account for them to function correctly.

You do not need to include identifying questions (such as name or email) in your form. When a client completes a form, their responses are automatically linked to their account.