Forms give you the ability to do check-ins with clients. These forms could be challenge check-ins, weekly check-ins, pre-workout check-ins, along with anything you want to create.
Assigning a form to a client or program
Where can you create forms?
Forms can be created under the Programs tab inside a program OR from the forms option in the left toolbar. Forms can also be created and added to a client on the Client Journey. When you create from the client's journey you can create from scratch or add a pre-existing form.
![](https://downloads.intercomcdn.com/i/o/760449975/6b6b9b358b2040c269cefd3c/CleanShot+2023-06-09+at+15.55.42%402x.png)
![](https://downloads.intercomcdn.com/i/o/760450006/7abe2691fcf2fe88581f056e/CleanShot+2023-06-09+at+15.56.26%402x.png)
Types of Questions
You have 4 different question types for forms including: text, multiple choice, number, and scale.
![](https://downloads.intercomcdn.com/i/o/760450035/45677b99cc13852d80d13dae/CleanShot+2023-06-09+at+15.57.12%402x.png)
Text Questions:
![](https://downloads.intercomcdn.com/i/o/760450072/d47115d5e0790513785c1110/CleanShot+2023-06-09+at+15.57.35%402x.png)
Multiple Choice:
![](https://downloads.intercomcdn.com/i/o/760450099/373d2af9e687f66e75cc2c7a/CleanShot+2023-06-09+at+15.57.58%402x.png)
Numerical:
Numerical Questions can be Connected to a Metric.
![](https://downloads.intercomcdn.com/i/o/760450130/69cfa465b655751ab5e51f93/CleanShot+2023-06-09+at+15.58.25%402x.png)
Scale Questions:
Scale Questions can be Connected to a Metric.
![](https://downloads.intercomcdn.com/i/o/760450163/f4305a204dc8f15f139ebb8e/CleanShot+2023-06-09+at+15.58.46%402x.png)
Assigning a form to a client or program
From the client's journey or inside a program click the '+' on the day you want to add the form. Then select a form you have already created or build your form.
![](https://downloads.intercomcdn.com/i/o/760454353/53427bdac15062408af0ad44/CleanShot+2023-06-09+at+16.09.41.gif)
Here is the screen when you hit the '+' to add a form to a program or journey.
![](https://downloads.intercomcdn.com/i/o/760453687/498440a2bca1f445ac6a8f2f/CleanShot+2023-06-09+at+15.56.26%402x.png)