Overview

The type you choose when you create the questionnaire decides how it reaches your clients. You send a Manual one yourself, to whoever you want, and you can also share it by link. An Automatic one goes out on its own at the moment you pick. A Check-in is what the client opens when they check in.

Steps

In Questionnaires, open the menu of an Active questionnaire, manual or automatic with at least one rule, and choose Send to clients. A draft does not show this option: publish it first.
Pick the clients. If you like, set a Response deadline and turn on Remind if unanswered.
Confirm the send. The questionnaire appears in the app only for those clients.

Automatic sending

In an automatic questionnaire, open the Delivery tab, then Rules, and use New automatic send. Rules only start working once the questionnaire is published. Under When you choose the moment: at the end of every workout, before starting a workout, on a date and time, after a check-in, after completing the day's meals, when a new client joins, after an assessment, or when the client misses a session. That last one only goes out when you mark Missed next to the client on an event in the Calendar. Then set Who, How many times and, if you like, the Deadline to answer. You can Pause and Resume each send.

A manual questionnaire can also become automatic: in the editor, open the ⋮ menu and choose Switch to automatic. The editor opens on Delivery, Rules, so you can create the first rule. The sends you already made and the responses stay. While there is no rule, Switch to manual in the same menu undoes the change.

Check-in

A check-in's answers go into your client's progress. On each question, Save to measurements links the answer to the check-in's weight, measurements, notes, or photos. In the Delivery tab you choose How often and At what time the check-in is asked for, in each client's own time.

Your check-in serves every client who has no other one. To give some clients a different one, create another check-in and, in the Delivery tab, under Who does this check-in, choose Only some clients and pick them with Choose clients. The choice applies when you publish it.

In a manual questionnaire, Share by link lets people answer outside the app, with or without an account. Under Who answers you choose Ask for their email or Anonymous, turn on the Share link, and use Copy link.

Anyone with the link can answer, no account needed. Turn the link off when you no longer need it.

Next steps

To review what your clients answered, see View and export responses.