How to Respond to Forms

Overview

Your Coach can send Forms to you to respond to. Forms can be associated with a Coaching Program or can be Ad Hoc Forms (i.e. generic forms that aren't associated with a coaching program).

You can respond to forms from within your Client Portal only. 🖊️

When your Coach has sent a form to you, you will receive an email notification. 

To Respond to A Form:

1. Sign in to your Client Portal. You will see a Forms section in the bottom right-hand corner. Click Forms. 📄

This will open the form. After filling up the form, click Save.

You will see a Success pop-up, indicating that the form has been successfully submitted to your Coach. 

An email notification will be sent automatically to your Coach whenever a form has been submitted:

Once a form has been submitted, it will be moved automatically to the Completed tab. ✅

On the completed tab, if you see the Editable flag, it means that you can edit the form responses and resubmit it to your Coach.

To Edit A Form:

1. Click on the form name.
2. Change your answers.
3. Click Submit.

After submitting your form, your form response will be updated, and an email to your coach about your updated response will be sent.