---
title: "How to Send a Form"
url: "https://coachvantage.productfruits.help/en/article/how-to-send-a-form"
language: "en"
last_updated: "2025-07-11T18:21:01.883Z"
---

# How to Send a Form

Learn how to send forms to your clients

[Embedded content](https://www.loom.com/embed/ec3a84d7f8464f598ae24d88b49a9f49?sid=5dcb9b30-5809-4e14-967f-84642c637178)

There are 3 ways to send a form to your client:

1.  [Forms Page](https://coachvantage.productfruits.help/en/article/how-to-send-a-form#1.-forms-page)
2.  [An Individual Contact Record Page](https://coachvantage.productfruits.help/en/article/how-to-send-a-form#2.-individual-contact-record-page)
3.  [Program Management Page](https://coachvantage.productfruits.help/en/article/how-to-send-a-form#3.-program-management-page)

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## **1\. Forms Page**

**Important**: Forms can only be sent to clients with an active client portal. Clients will receive an email notification that you have sent a form to them and they will need to log in to the client portal in order to respond to the form.

You can send forms from the **Send Form** page. To get there, you can either click on the **Send Form** icon or select **Send** from the **3-dot button menu** as shown below.

![](https://cdn-assets.productfruits.com/e8a64e85-9463-4dfe-9a57-34a416c58ce3)

**1\. Select the contact/s to send the form to -** On the **Send Form** page, a list of contacts that have an active client portal is displayed. Select the clients that you want to send the form to by checking on the **checkbox** beside their name.

![](https://cdn-assets.productfruits.com/d4701f38-552c-4af4-b0be-b4b5fc1561c0)

If you'd like to send the form to all clients in the list, click on the checkbox at the top of the list as shown below:

![](https://cdn-assets.productfruits.com/38d03c93-2a79-4a26-9add-14eab29f8041)

You can search contacts by entering their Name, Email or Tag in the **Search Bar**.

![](https://cdn-assets.productfruits.com/884baf00-7b18-40f1-bf98-17fe2850d853)

**2\. Program Association (or No Association)**

There are essentially two types of forms that can be sent to clients:

-   Ad hoc forms (i.e. no program association)
-   Forms associated with coaching programs

**Note**:

Ad hoc forms can be used, for example, to get generic feedback or survey responses from your clients about anything. These forms do not need to be associated with a coaching program.

You can also send forms that are related to a coaching program that your client is enrolled in. For example, a pre-session check-in form or a post-session form.

CoachVantage makes it easy for you to send either ad hoc forms or forms that are associated with a coaching program.

**To send an ad hoc form** - In the dropdown selector in the 'Program Association' column (see image below), you will see the **No Association** option. Select this in order to send an ad hoc form to your clients.

**To send a form associated with a program** - In the dropdown selector in the **Program Association** column (see image below), you will see the **specific coaching program** **name** that a client is enrolled in. Select the desired coaching program name in order to send a form that's associated with that program.

![](https://cdn-assets.productfruits.com/aaea1337-4605-49c5-a20c-02dfaa1af770)

**3\. Click Next to open the Form Setting Window**

After you've selected the contacts and selected the form option (i.e. ad hoc or associated to a program), click the **Next** button at the bottom of the page.

The **Form Settings** window will pop up, as shown below:

![](https://cdn-assets.productfruits.com/7654b2ea-25ce-4b7b-89d6-4506e3f8f7d9)

4\. **Select Due Date -** You can select **Set a Due Date for Responses** checkbox to set the same due date for all the selected clients.

![](https://cdn-assets.productfruits.com/11987166-cabb-4fb4-8dfe-c3ab270d145b)

Or choose different due dates for each contact, individually.

![](https://cdn-assets.productfruits.com/20cf9327-6c32-4ca0-8511-5e80f8247020)

5\. Finally, select **Send Form** to finish the process and send the form.

CoachVantage will automatically send an email to notify your contact(s) that you have sent a form.

![](https://cdn-assets.productfruits.com/bed68d77-f641-4e62-91fa-17703ac59fcb)

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## **2\. Individual Contact Record Page**

You can also send forms to a specific contact from the [Individual Contact Record Page](https://coachvantage.productfruits.help/en/article/individual-contact-record-page).

![](https://cdn-assets.productfruits.com/5b3794ed-e4a5-4a99-b768-d5352b3d13c4)

To learn how to manage forms on an individual contact record page, read the article on [Forms on Individual Contact Record Page](https://coachvantage.productfruits.help/en/article/forms-on-individual-contact-record-page).

**To Send a Form from the Individual Contact Record Page:**

1\. Select the **Forms** tab, and then click the **Send Form** button.

![](https://cdn-assets.productfruits.com/2e487597-4b59-49af-93f9-579fe9d3db91)

2\. A **Send Form** window pops up:

![](https://cdn-assets.productfruits.com/11efcd01-1418-43b4-bc7e-feee6b26e334)

3\. From the **Program Association** dropdown, choose if you're sending an ad hoc form (No program association) or choose a program name if you're associating the form with a specific program. Next, from the **Choose a** **Form** dropdown, select the form you wish to send (the form names displayed are those that you have already created in the Forms page).

4\. Finally, click **Send Form** to send the form to this contact.

CoachVantage will automatically send an email to notify your contact that you have sent a form.

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## **3\. Program Management Page**

You can send forms to a contact for a specific program that he/she is enrolled in, from the [**Program Management Page**](https://coachvantage.productfruits.help/en/article/managing-a-coaching-program-with-your-client#2.-program-management-overview).

From your **Dashboard**, click **Contacts** from the left-menu. 

Select the contact you'd like to send a form to. In the Individual Contact Record page, select the **Programs** tab, then click the **Program Card**. 

![](https://cdn-assets.productfruits.com/96331d77-b60d-48fd-8679-5c3342b36071)

![](https://cdn-assets.productfruits.com/d8b7bab7-656a-428a-b8a2-1576043c902d)

**To send a form:**

1\. Select the **Forms** ribbon, then click the **Send Form** button.

![](https://cdn-assets.productfruits.com/4ee00c1a-8ca3-4fa8-b222-ca9240cd6ea0)

2\. A **Send Form** window pops up:

![](https://cdn-assets.productfruits.com/fa86bed5-04a8-4c40-b20a-2ae93b007aa9)

3\. From the **Choose a Form** dropdown, select the form you wish to send (the form names displayed in the dropdown are those that you have already created in the Forms page). Refer to the article [How to Create a Form](https://coachvantage.productfruits.help/en/article/how-to-create-a-form) to learn how to do this. 

4\. Click **Send Form** to send the form to this contact for this specific program. CoachVantage will automatically send an email to notify your contact that you have sent a form.

![](https://cdn-assets.productfruits.com/1af1e60b-8612-491c-ae62-b3c30b9f94e4)