Client intake and check-in forms built right into CoachPilot
Build a reusable check-in form once, assign it to as many clients as you want, and set the cadence yourself. Onboarding intake forms trigger automatically for every new client, no more forwarded PDFs or guessing who's overdue for a check-in.
Every coach collects the same information at the start of a client relationship: injuries, dietary restrictions, activity level, goals. Most still do it with a forwarded intake form, a PDF, or a generic Google Form that lives outside the platform where everything else about that client is tracked. Questionnaires close that gap. Onboarding intake questions are assigned the moment you add a new client, and the second they download the CoachPilot app and set up their account, those questions are already waiting. Answers land directly in the platform, connected to that client's profile, and you get a notification the moment they've been submitted. No forwarded PDFs, no chasing.
Check-in questionnaires solve a related but different problem. You don't just need a new client's baseline once, you need a running signal over time: weight, sleep, adherence, soreness, whatever matters for that client's program. Build a check-in questionnaire once and assign it to as many clients as you want, then set the cadence yourself, weekly, biweekly, or whatever fits. Once it's set, the schedule runs itself: your client gets a notification when it's time to answer, and you get a notification the moment they do.
Questionnaires and check-in messages aren't competing tools, they're two halves of the same workflow. A questionnaire captures the same structured fields from every client on a predictable cadence; a personal check-in message is where you react to what those answers actually say. If you want the conversational side sorted out too, we put together copy-and-paste check-in message templates and a full breakdown of how to automate client check-ins without losing the personal touch, both of which pair directly with the scheduled cadence and structured data that live inside Questionnaires.
The question builder itself stays deliberately simple: drag to reorder questions, mark any question required, and choose short text or long text depending on whether you want a quick data point or an open-ended answer. Nothing is locked to a fixed template, so an onboarding questionnaire for a strength client can ask about injury history and training age while a check-in questionnaire for a nutrition-focused client can be built entirely around adherence and hunger levels.
Everything you need to collect the right answers, on schedule
Onboarding forms that trigger automatically
Assign onboarding questions the moment you add a new client. When they download the CoachPilot app and set up their account, those questions are waiting, and you're notified as soon as their answers are in.
Reusable check-in questionnaires
Build a check-in questionnaire once and assign it to as many clients as you want. No rebuilding the same weight, sleep, or adherence questions for every new client on your roster.
Set your own check-in cadence
Choose how often each check-in questionnaire goes out, weekly, biweekly, or whatever fits a given client. Once it's set, the schedule runs itself.
Notifications in both directions
Clients get a notification when it's time to submit a check-in. You get a notification the moment answers come in, for both check-ins and onboarding forms, so nothing sits unread.
Drag-and-drop question builder
Add, reorder, and mark questions required with a simple drag-and-drop builder. Structure a questionnaire around what actually matters for that client relationship.
Flexible question types
Mix short text and long text questions inside a single questionnaire, so quick data points and open-ended answers live in the same form instead of two separate tools.
Pair it with client management
Add a client and their onboarding questionnaire is ready the moment they set up their account. Client management is where you invite clients and control what they can access.
Explore Client ManagementPair it with direct messaging
Questionnaires capture the structured data on a schedule; messaging is where you follow up on what the answers actually say, without switching tools.
Explore MessagingSee all seven tools on the features overview.
Questionnaire questions, answered
Stop chasing intake PDFs and manual check-ins
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