How do forms work in Fitsly?

Forms in Fitsly are reusable templates you build once and then send to clients on a schedule, share via a public link, or assign as a one-time form. Submissions come back into a single inbox where you mark them reviewed and leave comments.

Form types

• Check-In Form — Recurring forms for weekly check-ins, progress updates, and written feedback to assigned clients.
• Public Form — A shareable link that anyone can fill out without an account. Use it for lead capture, coaching inquiries, or surveys.
• One-Time Form — A single-submission form for things like onboarding or one-off journaling prompts. Each client gets an independent copy.

Create a form

1. Open the Forms page and select the Form Templates tab.
2. Click New form.
3. Enter a form name and pick Check-In Form, Public Form, or One-Time Form under Select form type.
4. Click Create Form.

Add questions

In the form builder, click to add a question and choose a type:

• Text — a written response
• Number — a numeric value
• Body Metric — syncs the answer directly to the client's body metrics profile (Weight, Body Fat, BMI, Waist Size, Heart Rate, Sleep, etc., plus any custom metrics)
• Drop Down
• Multiple Choice
• Yes/No
• Scale — a 1 to 10 scale
• Date
• Star Rating — a 1 to 5 star rating
• Progress Photos — upload progress photos
• Media — attach a media file
• Signature — capture a signature, useful for building a contract into the form

Body Metric and Progress Photos are not available on public forms.

Add an agreement

Use the agreement card to outline terms a client must review and accept before submitting. Agreements don't have to be legal — you can also use them to confirm intent or reinforce commitment.

1. Click the agreement card.
2. Enter the agreement text and the checkbox label.
3. Save.

Schedule a check-in form

Scheduling is only available on Check-In Forms.

1. Open the Schedule card.
2. Set Frequency to Weekly or Monthly.
3. For weekly, pick the day(s) of the week. For monthly, pick a day of the month or a weekday position.
4. Set Send a reminder at — the default is 9:00 AM.
5. Save.

The reminder fires at the selected time on the scheduled day for every assigned client.

Customize the form

Open the form settings to edit:

• Form name
• Form description (optional) — shown to the client when they open the form
• Cover image — shown at the top of the form on the client side

Assign clients

The way you assign clients depends on the form type.

If it's a Check-In Form

1. Open the Clients assigned card.
2. Click Add clients and pick the clients to assign.
3. Use Remove clients to take a client off the form.

All assigned clients receive the same scheduled form.

If it's a One-Time Form

1. Open the Assign to clients card.
2. Click Copy to clients and pick the clients.

Each client gets an independent copy of the form, so you can customize the questions per client.

If it's a Public Form

Public forms have no client assignment — anyone with the link can submit.

Share a public form

On a Public Form, the Public Form Link card shows the shareable URL.

• Click Preview to open the form as a client would see it.
• Click Copy link to copy the URL. Paste it into a link in bio, email, or anywhere you want to collect submissions.

Set what happens after a public form submission

On a Public Form, open the Post-Submission Behavior card and choose one:

• Custom Message — Show a confirmation message after the form is submitted. The default is "Your submission has been securely sent to [coach name]. They'll review it and may follow up with you directly if needed." Click the edit icon on the message to replace it with your own.
• Redirection — Redirect the submitter to a URL after submitting. Useful for sending leads to a Calendly booking link or a sales page.

Review submissions

1. Open the Forms page and switch to the Form Submissions tab.
2. Filter by submission type (Check-In, One-Time, Public) if needed.
3. Click a submission to open the Review Submission panel.
4. Scroll through the answers.
5. Add comments in the Add comments field. Comments are limited to 1000 characters.
6. Click Mark as reviewed.

The client gets a notification that you reviewed their submission, and the status updates to reviewed. To revise your feedback later, reopen the submission and click Update review.

Things to watch out for

• Scheduling only applies to Check-In Forms. One-time and public forms don't repeat.
• Body Metric and Progress Photos questions are hidden on public forms because public submitters don't have a Fitsly account to sync to.
• One-time forms create an independent copy per client, so editing the original template after assignment doesn't change copies already sent out.
• The reminder time is set per form, not per client, and defaults to 9:00 AM if you don't change it.
• Public form submissions don't notify a client when reviewed — there's no client account to notify.