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Go to Settings > Check-in forms. Each client’s progress plan picks the form and the days.

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Create a form

1

Start a form

Click New form and enter a Form name.
2

Add questions

Click Add question, type the Question and choose an Answer type. Mark it Required if your client must answer.
3

Set the answer options

Depending on the answer type, add a Unit, words for 1 and 10 on a scale, or Options to choose from.
4

Save

Click Save form.
Set Better answer to Higher is better or Lower is better. Your client’s answers then turn green when they improve and red when they slip.
Changes apply from each client’s next check-in. Check-ins already open keep their questions.

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Default and intake forms

  • New clients start on the Default form. Click Make default to change it.
  • New clients answer the intake form once, at the end of their setup in the app.

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Manage forms

Use Edit, Duplicate or Archive on any form. Archived forms appear under Archived forms, where you can Restore them.