Forms, check-ins & reports
Build forms and questionnaires, collect onboarding intake and weekly progress check-ins, watch the numbers and photos build up in each client's record, and turn a check-in into a progress report, written by you or drafted by AI, that you send when you are ready.
This is how you gather information from clients and turn it into something useful: the first intake questionnaire, weekly progress check-ins, and an AI-drafted report on what changed.
It is one connected flow. You build a form once, under Forms in the side rail, part of your Vault. A client fills it, at onboarding or on a weekly check-in. Their answers land on their record as a dated entry you can track and compare, in the Tracking tab. An automation can then analyse a new progress entry and draft a report for you to review before anything reaches the client.
The guides in this section:
Building forms
Create an intake questionnaire in sections, a survey, or a check-in form: pick a type, add from eleven question types, map answers to tracked metrics, then start from a template and set it as a default.
Check-ins & progress tracking
Use forms as onboarding intake and weekly progress check-ins, see exactly what gets tracked, log entries yourself, and compare a client's numbers and photos over time.
Progress reports
A progress report turns a client's check-in into a short, sendable reply plus private notes for you. You write it in the Progress review dialog, and pressing Send is the moment it reaches the client's app.
Automations
Set up an automation step by step: its trigger, what the AI reads, and the report it drafts, so every new check-in, or every submission of a form you pick, produces a draft waiting for your review.
Add a chat message to a client's Progress Entry
The "Add to Progress Entry" action on any chat message, or on a media tile in the Shared content drawer, files that message's text and attachments into the client's progress log, either on the message's own date or appended to an entry you pick.