Building forms
Create intake questionnaires, surveys and check-in forms — pick a layout, add from eleven question types, map check-in answers to tracked metrics, then start from a template and share or assign.
Basic Forms are how you ask clients anything — an intake questionnaire, a readiness survey, a weekly check-in. You build them once in your Vault → Forms, then reuse them with everyone.
1. Pick a form type
From Vault → Forms, choose Create new form, give it a name, and pick one of four layouts. Then start from blank or pick a template (more on templates below).
| Type | Best for |
|---|---|
| Single page | Short intake forms — every question on one scrollable page. |
| Multi-page | Longer or more personal questionnaires — one question per screen with a progress bar (it’s a render mode, not “sections” to manage). |
| Habit tracking | A daily habits checklist clients tick off. |
| Progress tracking | Body measurements and metrics — the check-in flavour (next guide). |
2. Add & configure questions
Build the form from these eleven question types:
| Type | What it’s for | What you set |
|---|---|---|
| Welcome / info screen | An engaging intro to the form | Message, button text, optional background video |
| Multiple choice | Goals, preferences, training habits | Options list; allow one or several answers; optional per-option images |
| Picture choice | Visual picks (exercise types, environments) | Image + label per option; allow one or several |
| Yes / No | Quick health-screening / preference | Just the question (fixed Yes/No) |
| Dropdown | Frequency, intensity, duration | Options list |
| Short text | Specific metrics — weight, height, age, email | Input type: text · email · phone · number · date; placeholder |
| Long text | Health history, training background | Placeholder |
| Legal / consent | Disclaimers, training agreement | Terms text; require a signature |
| Rating | Energy, mood, intensity | 5 stars or a 10-point scale; an optional label (e.g. “Energy level”) |
| Upload media | Photos, videos, documents | Allowed types (image / video / file); allow several |
| End screen | Set expectations for next steps | Button text; optionally collect an email; optional redirect URL |
Every question also has: a title (the question), an optional description (help text, supports formatting), a Required toggle, and presentation layout/style overrides. There’s no conditional logic or branching — forms are linear.
3. Turn check-in answers into tracked metrics (“Map to”)
This is what makes a form more than a survey. Open the form’s settings and set Special purpose → Check-In Form. Each mappable question then gets a “Map to Check-In Field” dropdown — choose the metric that question feeds, and the client’s answer flows straight into their tracked progress.
You can map to any of these fields:
| Group | Fields you can map to |
|---|---|
| Body composition | Weight · Body Fat % · Body Fat (kg) · Muscle Mass % / (kg) · Lean Mass % / (kg) · BMI |
| Body measurements | Height · Chest · Waist · Waist at navel · Hips · L/R Arm · L/R Thigh · L/R Above knee · L/R Calf |
| Strength | Bench / Squat / Deadlift 1RM & 10RM · Max pull-ups |
| Cardio | 1km time · VO₂ max |
| Health | Blood pressure (systolic / diastolic) · Avg sleep hours · Sleep quality |
| Subjective | Energy · Mood · Adherence |
| Notes & photos | Client notes · Trainer notes · Progress photos |
| Custom | Custom Field — name your own (up to 50 chars) |
Custom fields, honestly: a Custom Field answer is saved on the entry as a question & answer — great for tracking something one-off in writing, but it doesn’t become a charted metric with a trend line. The mappable list above is what feeds the graphs.
Wearable prefill: for a handful of mapped fields (weight, body fat, BMI, VO₂ max, blood pressure, sleep, steps), if the client has a connected device, the check-in arrives pre-filled with the latest synced value — they just confirm or overwrite it.
4. Form settings
A form’s settings panel also lets you:
- Special purpose — set Check-In Form to unlock the Map-to dropdowns (above).
- Show progress bar — for multi-page forms.
- Notifications on submit — notify the trainer, notify the submitter, and/or notify specific team members.
- AI output — an optional prompt that turns the raw answers into a tidy summary (Plain text, HTML or Markdown) using the form’s responses.
5. Start from a template
You don’t have to start blank. Pick a template — a curated starter that’s copied into a new, fully editable form of your own (editing your copy never touches the original). Built-in templates are grouped by category:
| Category | Examples |
|---|---|
| Client assessment | Comprehensive Client Assessment (multi-page), Client Assessment (single-page), Terms of Service |
| Progress tracking | Weekly Progress Tracker |
| Habit tracking | Daily Habit Tracker |
| Consultation | Initial Consultation Questionnaire, Quick Consultation |
| Feedback | Client Feedback Survey, Quick Feedback |
Templates are a head start, not something you save your own copies into — there’s no “save as template.” Build your own forms and reuse them directly.
6. Share or assign a form
- Make it a default. On the Forms list, set a form as your default onboarding form, check-in form, or daily-habit form — it then drives that flow in every client’s app.
- Assign at onboarding. When you add a client, tick “Ask client to fill onboarding form” and pick the form — see Check-ins & progress tracking.
- Share a link or embed it. Publish to get a standalone link (
/form/…) or an embed snippet for your own site — handy for lead-capture surveys.
Next: put forms to work as check-ins → Check-ins & progress tracking →