Forms & Check-ins
Build intake forms, recurring check-ins and habit reminders.
Scheduling recurring check-ins
Set up a recurring check-in form that goes out automatically on the schedule you choose.
→
Setting up habit reminders
Use a recurring form as a daily habit tracker to keep hydration, steps or sleep front of mind.
→
Sending a one-off (ad hoc) form
Send a client a quick one-time question that doesn't repeat, such as a scheduling or billing request.
→
Building intake forms
Collect everything you need from a new client in one form, with a real 18-question intake you can copy.
→