Collect check-ins and reports
Send reports on a schedule or on demand and review answers and progress photos.
Reports are how clients check in with you. They are forms your clients fill in, and the answers are saved in their record.
Set up a report
In Forms, create or edit your report template. Add the questions you want to ask: text, numbers and progress photos.
Send reports
- On demand: request a report from a client at any time.
- Recurring: set a schedule so the report is requested automatically, for example every week.
Reports can be turned on or off per client.
Review answers
Open the client's record to read submitted reports. You can compare several reports side by side, including progress photos, to see changes over time.
Onboarding forms
New clients can also complete an onboarding survey. See Invite clients.