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Client Submissions

When a client fills out and submits a form — whether it's their intake questionnaire, a weekly check-in, or a feedback survey — the data flows into their dashboard for you to review.

Where submissions appear​

The destination depends on the form type:

Intake form submissions​

When a client submits their intake form, several things happen automatically:

  1. An intake check-in is created — This appears on your home page to-do list with an Intake label, so you know immediately that a new client has completed onboarding and needs your attention.
  2. The client moves to Active — Their lifecycle stage changes from Intake to Active, giving them full portal access (check-ins, goals, plans).
  3. Their check-in form is assigned — If you have an active check-in form, it's automatically assigned so the client can start submitting weekly check-ins right away.

The intake check-in uses a longer review window (configured separately in Settings → Intake plan due hours) since you'll typically want more time to review a new client's background and build their initial plans.

The intake responses themselves are stored permanently in the client's Intake Info tab on their dashboard, organized by the sections you defined in the form template. This tab becomes a lasting reference for the client's background — their goals, training history, medical conditions, dietary preferences, and everything else you asked during onboarding.

Check-in form submissions​

Each check-in submission creates a new entry in the client's Check-ins tab and appears on your home page to-do list for review. The data is structured into:

  • Body measurements
  • Training & lifestyle metrics
  • Subjective feedback (question-answer pairs)
  • Progress photos

See Reviewing Check-ins for how to work with these.

Feedback and custom form submissions​

These appear as assigned forms on the client's dashboard (Forms tab). You can view the responses from there.

How clients submit forms​

On the client portal, forms appear based on the client's lifecycle stage:

Intake stage: The client sees only the intake form with a clear prompt to complete it. Once submitted, they automatically move to the Active stage.

Active stage: The client sees their weekly check-in form (with their next check-in date) and any additional feedback or custom forms you've assigned.

Draft auto-save​

When a client starts filling out a form but doesn't finish, their progress is automatically saved as a draft in their browser. The draft persists for 3 days, and the form shows a "Continue" button instead of "Start" when they return.

This is especially helpful for check-in forms where clients might start filling in measurements and come back later to add photos.

Viewing submissions​

From the client dashboard​

  • Intake Info tab — Full intake form responses, organized by section
  • Check-ins tab — All check-in submissions, chronologically
  • Forms tab — Shows assigned forms and their status

From your home page​

  • To-do list — Pending check-ins that need your review
  • Each item links directly to the check-in review interface

Form responses and data flow​

The data clients submit doesn't just sit in a form — it feeds into the rest of the platform:

  • Body measurements → Populate the Measurements tab charts
  • Progress photos → Available in the Photos tab and progress comparison viewer
  • Training metrics → Show up as trend data with delta badges in check-in reviews
  • Subjective feedback → Displayed during check-in review and considered by AI when drafting responses

This means the more consistently your clients submit check-ins, the richer and more useful their dashboard becomes.