Automations
Automations covers what happens after a form is submitted: creating the client, assigning what they start on, and triggering the rest of the actions you would otherwise do by hand. Set them up once and they run every time.
Creating a client from a form
A plan intake form can create a client and pre-fill their plan the moment they submit it.
How does it work?
Open a response to a plan intake form and select Create plan for client. This creates the client automatically and opens their Nutrition tab with macros already computed from their answers.
What about other forms?
For any other form response, select Save as client instead to create a client from their details without the automatic plan setup.
You will find both options inside a response, opened from the form’s View responses screen.
Automating actions from form submissions
Trigger an action automatically whenever a form response comes in.
What can I automate?
Things like tagging a client, sending them a message, or notifying you.
How do I set one up?
Automations run every time the form is submitted, so you only need to set them up once.