Steps

  1. Open Coaching → Surveys and select Create.
  2. Name the survey and add questions with the question builder. You can use ratings, single and multiple choice, yes/no and free text, and mark questions as required.
  3. Choose a schedule: one-off (sent once on a date) or recurring (for example every Monday). Set the first send date and, for recurring surveys, an optional end.
  4. Choose the audience: all clients or specific ones.
  5. Save. New surveys start as drafts.
  6. Select Activate when you're ready. The survey is sent automatically at the scheduled time.

Clients receive an email and a push notification, and the survey appears on their calendar. Answers are saved as they go, and you're emailed when they submit.

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