Weekly check-in options

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by Isabella Scott-Wilds
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This article will show you different ways on how you can provide your client with a weekly check-in form. From either making for editable or non editable.

Editable 

If you make it editable, you can assign the form once to the client and each week they can fill it in, however, the new information will override the old information. You can also notify clients to complete the form, by clicking the 3 dots next to the form.

Non editable 

If you wish to save the data from all forms completed then you will need to duplicate the form and either assign it to the client on a weekly basis or when they start with you, you can assign all the forms and name them with different weeks, such as week 1,2,3 or new dates etc.

With this process, if you delete the old form, the data will still remain in the clients profile if they have completed it, so you will always be able to go back and see what they had inputted under 'Archived' in the clients profile. This is great if you don't want to have loads of forms, in your 'Forms' area.

How to make forms editable and non editable 

On the left hand side of your account, you will see the side menu where you can select 'Forms'.

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Once you are in the forms area and then creating your form under 'Details' you can choose to make your form editable or non editable. 

 

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