Turning a form response into a client in one click
Adebola Ali · 2 min readA submitted intake form does not have to be the start of manual setup work on your end. Open a response to a plan intake form and you can create the client and their plan in a single action.
Here is how that flow actually works, and why we built it as a one-click action rather than a background automation you have to configure first.
Create plan for client, for plan intake forms
A response to a plan intake form gives you a Create plan for client action. Selecting it creates the client automatically and opens their Nutrition tab with macros already computed from their answers, ready for you to adjust rather than build from nothing.
Save as client, for everything else
Not every form is a plan intake. For any other form response, Save as client creates a client from their submitted details without the automatic plan setup, useful for general enquiry forms or waitlists.
Both live in one place
Both actions sit inside the response itself, opened from a form’s View responses screen, so there is nothing extra to set up beyond building the form correctly in the first place.
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