Client Progress Survey — shared by the community

Who this template is for

Client Progress Survey is built for clinics, coaches and therapists who need to collect intake detail and consent before the first session.

• Clinics, coaches and therapists working in fitness, wellness & coaching.
• Teams who need to collect intake detail and consent before the first session without writing code or paying for a custom build.
• Anyone replacing paperwork eating the start of every appointment with one structured record per enquiry.
• Respondents are clients and patients — the form asks them 11 questions across 1 screen.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of paperwork eating the start of every appointment and turns each submission into a record your team can act on immediately.

• 5 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It scores satisfaction on a consistent scale.
• Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Client Progress Survey lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

• Features advanced show logic: if “Continue next month?” is No, the form dynamically exposes “What would keep you training?”. Otherwise that question never appears.
• Features conditional validation: if “Continue next month?” is No, “What would keep you training?” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Session adherence” is Few, the form dynamically exposes “Schedule review note”. Otherwise that question never appears.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.