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 profile, and turn a check-in into a progress report — written by you or drafted by AI — that you approve before it reaches the client.
This is how you gather information from clients and turn it into something useful — from the first intake questionnaire, to weekly progress check-ins, to an AI-drafted report on what changed.
It’s one connected flow. You build a form once in your Vault; a client fills it (at onboarding, or on a weekly check-in); their answers land in their profile as a dated entry you can track and compare; and an automation can 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 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.
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 summary plus private notes for you. Write one yourself or let AI draft it, then approve it — that's the moment it reaches the client's app and they get a notification.
Automations
Set up the Progress Report automation step by step — choose its trigger, what the AI reads, and the report it drafts — so every new check-in produces a draft report 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 media tile in the Shared content drawer) files that message's text and attachments into the client's progress log, either as a new dated entry or appended to an existing one.