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Create Intake Questionnaires

Create reusable questionnaires for intake, goal-setting, and assessments — and see how clients fill them in.

What you will learn

Coach side

Build a question set with short text, multi-choice, scale, and file-upload fields.

Client side

How questionnaires appear in the client app and how submissions come back to you.

Reusability

Save questionnaires as templates so every new client gets the same structured intake.

Show transcript
  1. 0:03hey guys today we will be looking at HUB
  2. 0:06fit's questionnaire feature so I'm going
  3. 0:08to be showing you both the coach side of
  4. 0:10things so how you can get things set up
  5. 0:12but also the client side so how your
  6. 0:14client can fill this in from the client
  7. 0:16app just quick overview questionnaire
  8. 0:18allows you to create onetime forms for
  9. 0:21things such as initial onboarding form
  10. 0:24or parq form that you want to give to
  11. 0:26your client and your clients can fill
  12. 0:28this in straight from the dashboard on
  13. 0:29The Client app which which we'll get to
  14. 0:31later so let's just jump straight into
  15. 0:32it you'll see here you have your fors
  16. 0:35and if you go to fors you have your
  17. 0:36check-ins and your questionnaires this
  18. 0:38is your own library of the forms that
  19. 0:40you create and then you can reuse with
  20. 0:42your clients if I click on
  21. 0:44questionnaires you'll see here is right
  22. 0:46now I have two different questionnaires
  23. 0:48I have feedback survey and initial
  24. 0:50questionnaire I can add a new
  25. 0:52questionnaire form by clicking this but
  26. 0:55we also give you a couple templates um
  27. 0:57that you can copy over and then modify
  28. 0:59if I just click on templates you'll see
  29. 1:02you have initial questionnaire you have
  30. 1:04parq form and you have feedback form
  31. 1:06I'll just click on the parq form and
  32. 1:08I'll do use template so this just
  33. 1:10creates a copy into your own library and
  34. 1:13then you can click on it and make
  35. 1:15further modifications if you want to add
  36. 1:17or remove questions to add a question
  37. 1:19you can just click on ADD question and
  38. 1:21then you can add different types if you
  39. 1:23want to add a progress phot or a media
  40. 1:25or sty rating you have the option to
  41. 1:28pick any sort of question so that's the
  42. 1:30questionnaire Library so once you build
  43. 1:32out your library you can then assign
  44. 1:34them to your clients which is what I'm
  45. 1:35going to show you now so let's head over
  46. 1:37to clients here just going to click on
  47. 1:40this client over here you'll see the
  48. 1:42overview and the questionnaire is right
  49. 1:45here so you'll see here there are two
  50. 1:48questionnaires assigned to this client
  51. 1:50so I've assigned feedback survey and
  52. 1:52I've assigned welcome questionnaire now
  53. 1:55this here indicates that this form is
  54. 1:57completed and this is yet to be
  55. 1:59completed by the client if you want to
  56. 2:01add a new questionnaire to your client
  57. 2:03you can see this button here so if I go
  58. 2:06ahead and click add questionnaire you'll
  59. 2:09see I can import from my library so we
  60. 2:11just created this new parq form which I
  61. 2:14want to give to this client and I'll do
  62. 2:16add
  63. 2:18questionnaire so just like so I've added
  64. 2:21a new questionnaire once a client
  65. 2:23submits a questionnaire form you can
  66. 2:25view it by just clicking on it so if I
  67. 2:27click on this I can see all the data
  68. 2:30that they've entered so now let's look
  69. 2:32at what your client sees so right here I
  70. 2:34have the hfit app open and I'm logged in
  71. 2:36as the client that we just assigned the
  72. 2:38questionnaire to whenever you assign a
  73. 2:40questionnaire to a client they'll see
  74. 2:42under their tasks so if you look here
  75. 2:45the client has tasks and they have two
  76. 2:49pending questionnaires and they can just
  77. 2:51fill this questionnaire straight from
  78. 2:52their dashboard by clicking this so if I
  79. 2:54just click on that there I can now fill
  80. 2:57out this form
  81. 3:01let's just write in anything here I'll
  82. 3:04just leave these blank and I'll do
  83. 3:06submit and just like so the client has
  84. 3:09completed that questionnaire it's
  85. 3:10removed from their tasks and you'll be
  86. 3:12able to view it from their profile so
  87. 3:15that's the questionnaire feature within
  88. 3:16hopit you can have your own Library you
  89. 3:18can use our template you can assign
  90. 3:20multiple questionnaires to your client
  91. 3:23and then they can fill it straight from
  92. 3:24their tasks that appear on their
  93. 3:26dashboard if you have any questions or
  94. 3:28anything feel free to leave them in the
  95. 3:30comments below

Client Management

6 lessonsApprox. 39 min
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