Intro
Forms allow you to collect structured information from your clients — such as onboarding details, weekly check-ins, or custom feedback — directly inside FitFocus.
Watch the Loom below for a walkthrough, or follow the steps underneath.
How Forms work
1. Create a form template
Go to Forms → Templates and click New Form.
From here you can:
Add your questions
Choose question types (text, scale, yes/no, multiple choice, signatures, and more)
Save the form as a reusable template
2. Set a schedule (optional)
You can set a schedule so the form is automatically sent to clients.
For example:
Weekly check-ins every Monday
One-off onboarding forms
Custom recurring forms
Clients will receive reminders automatically based on your schedule.
3. Assign the form to clients
To assign a form:
Click Assign on the form
Select the relevant clients
Save
Those clients will now receive the form when it’s scheduled (or immediately, if no schedule is set).
4. Review submissions
All completed forms appear under Forms → Submissions.
From here you can:
View client responses
Leave comments or feedback directly on the submission
5. Client visibility
Any feedback you leave is added to the client’s timeline.
This means:
Clients can see your response in context
All form history is stored alongside their training and progress
Notes
Forms can also be viewed from within each client’s individual dashboard
You can edit forms, add questions, or remove questions at any time
If you have feedback or questions, feel free to reach out via chat.