Forms

Forms & check-ins is how you collect structured information from clients — a one-off intake questionnaire, or a check-in that repeats on a schedule. Open it from Forms in the left navigation.

Build a form

1. Create a form

   Start a questionnaire (one-off) or a check-in (recurring), give it a title, and add questions. Question types include text, number, scale, yes/no, multiple choice, date, star rating, signature, and media (photo) capture.

2. Save it to your library

   Mark a form as a library form to reuse it across clients instead of rebuilding it each time.

Assign and review

1. Assign to a client

   Pick a client and a cadence — daily, weekly, every two weeks, monthly, or one-off. A questionnaire is one-off and unassigns itself once submitted; a check-in keeps recurring.

2. Review submissions

   Submitted check-ins land in your review queue on the Forms hub. Open one to read the answers; mark it reviewed when you're done.

What clients see

A client opens an assigned form from Due now on their own Forms page and fills it in. Everything they've submitted is listed under Completed forms, tagged by type — Intake · One-off or Check-in · Weekly/Monthly — with search and filtering.