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Create, schedule, assign, and review check-in and onboarding forms.
10 articlesUpdated Sep 12, 20264 sections
Forms basics
2How do forms and check-ins work in Fitsly?Understand the three form types, how they reach clients, and where answers land once a form is submitted.2 minHow do I create a form?Create a check-in, one-time, or public form, set its name, description, and cover image, then duplicate or delete it later.2 min
Questions & agreements
2What question types can I add to a form?Add any of the 12 answer types to a form, mark questions required, reorder them, and know which types public forms can't use.2 minHow do I add a consent agreement or signature to a form?Add consent checkboxes with internal or linked terms, and collect a drawn signature, so waivers and terms are captured with the form.2 min
Sending forms
4How do I set up a weekly or monthly check-in schedule?Set a check-in's weekly or monthly schedule and reminder time, and understand exactly when client reminders fire and rebuild.2 minHow do I assign a check-in or one-time form to a client?Assign check-ins in batches with start and end dates, link or copy a form per client, and copy one-time forms to many clients.3 minHow do I create an onboarding form for new clients?Build a one-time onboarding form, then have an onboarding flow assign it automatically the moment a new client joins.2 minHow do I share a form with a public link?Copy a public form's shareable link, brand the page, and choose whether submitters see a thank-you message or get redirected.2 min
Submissions
2How do I review, comment on, and compare form submissions?Work the submission queue, mark submissions reviewed with or without comments, and compare two of a client's check-ins side by side.2 minHow do I download a form submission as a PDF?Fitsly doesn't export a submission as a PDF — here's where the full record lives and how to open, compare, and keep it.2 min
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