Coaching Progress Check-In — shared by the community

Who this template is for

Coaching Progress Check-In 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 10 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.

• 4 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It pins the request to a specific date.
• It scores satisfaction on a consistent scale.
• It measures sentiment on a numeric 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 Coaching Progress Check-In 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 conditional validation: if “Progress rating” is less than 4, “What got in the way?” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Progress rating” is less than 4, the form dynamically exposes “Bring our next session forward?”. Otherwise that question never appears.
• Features conditional validation: if “Need support before next session?” is Yes, “What support do you need?” becomes mandatory before the form can be sent.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.