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 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.

To edit, duplicate, or archive a form, click the ellipses menu (⋮) next to the form, then select the relevant option.

Archived forms will appear in the Archived Forms tab, while active forms will appear in the My Forms tab.

To add a form to a program, go to Programs, open the program, then click the plus icon on the required day.

Select Add Form, then choose whether to use an existing form or create a new one from scratch.

To repeat a form (for example, a weekly check-in), use the repeat option in the right-hand panel when adding it.

To add a form to an individual client, go to Clients, click on the client’s name to open their Client Profile, then go to the Journey tab.

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

From here, you can:

To view all form submissions for a specific client, go to Clients, open their client profile, then go to the Forms tab.

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.

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.