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.

See PricingContact Us

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 Management

Pair 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 Messaging

See all seven tools on the features overview.

Questionnaire questions, answered

Onboarding questionnaires are assigned automatically when you add a new client and are answered once, during their account setup in the CoachPilot app. Check-in questionnaires are reusable: you build one, assign it to multiple clients, and set a recurring cadence so clients answer it on a schedule instead of a single time.

As soon as you add a client, their onboarding questionnaire is assigned to them. When that client downloads the CoachPilot mobile app and sets up their account, the onboarding questions are waiting for them to answer before they get started.

Yes. You set the cadence per check-in questionnaire, weekly, biweekly, or whatever fits, and clients get a notification whenever a new one is due. You're not manually tracking who's overdue for a check-in.

Yes, for both onboarding and check-in questionnaires. The moment a client submits their answers, you get a notification, so you can review a new client's onboarding responses or a recurring check-in without having to go check manually.

Yes. Build a check-in questionnaire once and assign it to as many clients as you want. Each client gets their own submission history, but you only build and maintain the question set one time.

You can add short text and long text questions and mark any of them as required, then reorder them with drag-and-drop to structure the questionnaire exactly how you want it to read for a client.

Stop chasing intake PDFs and manual check-ins

Founding pricing: one flat price with unlimited clients on every paid plan, locked for life when you join before Dec 31, 2026.

Reserve Your SpotContact Us