Intake forms in CoachRx let you collect important information from clients when they first join your roster. You can customize the questions, send forms to new clients, and review their responses - all from your coach dashboard. This article covers how to set up and manage intake forms.
What Are Intake Forms
Intake forms are questionnaires you send to new clients to gather baseline information before you begin programming for them. Common intake form topics include health history, injury history, training background, goals, nutrition habits, lifestyle details, and availability.
Intake forms are designed to be used one time during the onboarding process, ensuring that coaches gather all necessary baseline information at the start of the client relationship.
Clients receive and complete intake forms through the CoachRx mobile app. Their responses are stored on their client profile in your coach dashboard.
Clients can access their intake forms in the "Profile" section of the mobile app, making it easy for them to complete during onboarding.
Creating an Intake Form
Navigate to your Settings or Forms section in the CoachRx dashboard
Select Intake Forms
Click Create New Form (or edit an existing template)
Add your questions using the available field types (text, multiple choice, scale, etc.)
Arrange questions in the order you want clients to see them
Save your form
You can create multiple intake form templates for different client types or onboarding workflows.
Sending an Intake Form to a Client
Intake forms can be sent to clients as part of the onboarding process:
Go to the client's profile
Navigate to the Assessments or Forms section
Select the intake form you want to send
Assign it to the client
The client will receive a notification in their CoachRx app to complete the form. You can also configure intake forms to be sent automatically when a new client is added to your roster.
Additionally, intake forms are automatically made available to clients upon their creation, streamlining the onboarding process.
Viewing Completed Intake Forms
Once a client completes their intake form:
Go to the client's profile
Navigate to the Assessments or Forms section
Click on the completed intake form to view their responses
Responses are stored on the client's profile and can be reviewed at any time.
Editing Your Intake Form Templates
You can edit your intake form templates at any time. Changes to a template will apply to future sends but will not retroactively change forms that have already been sent or completed.
Completed forms remain intact even if the template is edited or deleted, ensuring no loss of historical data. Changes to templates only apply to future sends and do not affect forms already sent or completed.
To edit a template:
Go to Settings or Forms
Select the template you want to edit
Make your changes
Save
Tips for Effective Intake Forms
Keep forms focused - ask what you need to start programming, not everything at once
Review responses before the client's first consultation so you can come prepared
Consider creating different templates for different client types (e.g., new to training vs. experienced athletes)
If you have questions about intake forms or run into issues, contact coachrxsupport@opexfit.com.
Consultation Templates
Consultation forms are exclusively for coach use and are not visible to clients. Coaches can access these templates through the web interface by navigating to the "Consultation" section. These forms enable coaches to take notes and manage consultations effectively.