Forms and automations
Forms and automations covers collecting information from clients and automating what happens next. Build a custom form, manage the forms you've already published, and set up a form to automatically create a client or trigger other actions the moment it's submitted.
Building a custom form
Build a form to collect information from clients, and share it directly or attach it to an offering.
How do I create a form?
How do I share it?
Copy the form link directly, or attach it to one of your offerings so clients fill it in as part of booking.
Responses land in the Responses tab as soon as a client submits the form.
Managing an existing form
Edit, duplicate, or check responses to any form from your Forms table.
What can I do from the table?
Filter by Published or Draft, and open a form’s row menu for Edit, View live form, Duplicate, View responses, or Delete form.
How do I duplicate a form?
Duplicating is useful for reusing the same structure with different questions, without starting from scratch.
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.
Marginal Improvements