Multiple consultation forms
I would like to be able to create multiple consultation forms and then tick box to choose which one to send to a new client. It would be extra cool to be able to send a new one to an existing client.
I've incorporated my par-q into my consult form but I work with pre and post-natal clients which means I can have 3 different par-qs for one client within a year. I'm trying to stay away from things they need to print out as much as possible (exception for dr's notes)
Douglas Odom commented
Add additional questions to consultation so I don’t have to send a second form
Baraa El Sabbagh commented
I have programs that are personalized and require more detail whereas other self-paced programs don't require the client to submit their food preferences for example . As a dietitian and trainer, some clients are also only nutrition based so they don't need to enter their fitness details and vice versa.
I have some clients who are being coached for nutrition only. I have a completely different intake questionnaire for them.
Debi Barber commented
I would like to see either the ability to send customized consultation forms with the consultation tab or there be a pre made nutrition consultation form similar to the fitness one.
Forge Fitness & Nutrition Coaching commented
We have several service options and the intake form is specific for that program type. this would be immensely helpful, especially if was automated at the time of enrollment for each program type.
Coach Nico commented
If the consultation form could be mandatory it could be a Waiver/ consultation form.
Having several languages option would be awesome.
Marty Lazarov commented
I agree as well. As a COACH, I need to know what exactly is their starting point and what they want so I can then give them the right product and service and essentially deliver great results.
It also gives them a feeling of the program that it is actually being tailor-made.
Dixie Sonnier commented
Yes!!!! This is so needed. I work with pre and postnatal women as well, they require different par-qs and the consultation questions I ask outside of the par-q are different with each client.
On top of that, some client memberships allow for more coaching from me and some less. Those with less don't need to answer as many questions.
Amanda OMara commented
Would love option to send different consultation forms as needed!
Cassie Therrien commented
turn off consultation form for some clients
separate consultation forms for each trainer
Amanda OMara commented
Have the option to send consultation form automatically to different individuals instead of everyone.
The consultation is great for personalized coaching, but not as necessary for clients who sign up for a Master Program. It could save them a step or confusion on which package they got.
Shane Livensparger commented
Great Idea. And the user should be able to update from the mobile app when they want. Goals, history, experience, etc change with clients on a regular basis. Make the consultation form able to be altered from the mobile app.
Dave Mace commented
At the moment I have to send the same form out for my follow-up / progress review form, or send an email.
I'd like to be able to create as many consultation form templates as I need and then choose which one to send to the client.