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Forms and intake

Collect the details. Keep them with the client.

Create web Forms, questionnaires, or PDF documents. Group related Forms into a Form Set, send them once to one or more clients, and review completed responses in one inbox.

Build the Form. Send it once. Review the response.

Fictional workspace, Forms, and client response.

Create

Start with the document the client needs.

Use a structured Form when answers should be reviewed in Fitflux, a questionnaire for a focused set of prompts, or a PDF when the source document should remain intact.

Web Form

Build a structured intake.

Add text, selection, rating, date, number, and signature fields for a one-time client workflow.

Questionnaire

Ask a focused set of questions.

Create questionnaire-shaped Forms and review the completed answers through the same response workflow.

PDF

Use the document you already have.

Upload an existing PDF for authenticated client viewing or download without rebuilding the document.

TextLong textCheckboxRadioSelectMulti-selectRatingDateNumberSignature

The library

Work from the right source.

Keep private resources separate from Team and Fitflux sources, then copy what you need into the library you control.

  1. 01
    Mine

    Private Forms and Form Sets owned by the trainer.

  2. 02
    Team

    Authorized organization resources that can be copied into a private library.

  3. 03
    Fitflux

    Starter templates to duplicate and adapt to your workflow.

FORM SETNew client essentials

Keep related Forms in a reusable order and send the group together.

  1. 01Client Profile and Intake BasicsWeb Form
  2. 02PAR-Q+Questionnaire
  3. 03Informed ConsentSignature
3 Forms · Fixed orderSend Form Set

One-time delivery

From the library to the client app.

A short, deliberate send flow keeps the assignment, recipient, due date, and message clear before delivery.

  1. 01

    Choose the material

    Select one Form or one ordered Form Set from your library.

  2. 02

    Choose the clients

    Send the same one-time assignment to one or more clients.

  3. 03

    Add useful context

    Include an optional due date and a message for the client.

  4. 04

    Deliver to the app

    The assigned Form opens through the client's authenticated portal.

Client completion

Start now. Return to the draft later.

Assigned Forms appear inside authenticated client access. Started answers can be restored from local draft storage when the client returns on the same device.

  • Local draft recoveryResume started answers before submission.
  • Typed or drawn signaturesChoose the input method that fits the field.
  • Authoritative submissionThe portal submission flow owns final completion.

Responses

Find the submissions that need your attention.

Review states separate new responses, follow-up work, completed review, and delivery problems without flattening them into one completed list.

New since reviewNeeds reviewReviewedFollow-upDelivery issues
RESPONSE 02 · NEW SINCE REVIEWMaya ChenClient Profile and Intake Basics
Needs review
Primary goal
Build strength and return to regular training.
Injury history
Previous ankle sprain. No current restriction reported.

Internal review noteAsk about the ankle before the first loaded session.

Request follow-upMark reviewed

Profile mapping

Keep the automatic part narrow and predictable.

DEFAULT INTAKE

Map supported profile fields.

The default Client Profile and Intake Basics Form can update supported contact, health, and goal fields on the linked client profile and complete onboarding.

OTHER FORMS

Keep answers with the response.

Custom Forms and questionnaires remain available in the sent snapshot and submission record for trainer review.

Form completion does not diagnose risk, clear a client for exercise, or automatically change a training program.

NEED A RECURRING QUESTIONNAIRE?

Move the repeating workflow to Check-Ins.

Check-Ins owns recurring assignments, reminders, client completion, and review.

View Check-Ins

Forms and intake

Turn client paperwork into a clear review workflow.

Choose the platform plan that fits your active-client roster Bring creation, delivery, completion, and response review into one client intake system.

Join the waitlist