PocketSuite's Forms feature lets you send follow-up tasks and homework to clients after a session, whether that's a stretching routine for a fitness training client or practice commands for a dog training client. You can send a form for the client to fill out, or fill one out yourself and send them the finished assignment.
Creating a Form for Client Homework
- Go to Settings > Forms.
- Select + Add a form > Create a new form.
- Give the form a name your clients will recognize, such as "At-Home Training Plan" or "Weekly Workouts."
- Add one question for each homework item, for example "Workout 1," "Workout 2," and "Workout 3."
- Choose a question type for each item. Use Multiple choice when you want the client to pick from a list of options, or Text when you want to write out instructions or paste a link to a video. You can also choose Image or File upload when you want the client to send back a photo or a document, such as a video of their technique or a completed worksheet.
- Select Save.
Turning On "For clients to complete"
Each form has a For clients to complete setting, and it decides whether the form is client-facing or internal.
- Leave it checked to give clients access to the form. You can still complete the form on their behalf with it checked.
- Uncheck it to make the form internal only, good for your own notes and assessments. An internal form cannot be sent to a client. It drops out of the link list when you attach a PocketSuite link, and choosing it from the dollar sign menu in the chat thread files an empty copy on the client’s record rather than sending anything.
Note: If a form is missing from the link list in a message thread, this setting is the usual reason.
For more on designing forms, see our Forms article.
Sending the Homework Assignment
From Home, scroll to the Dashboards section and select Forms. This is your forms dashboard. Select + Send.
- Choose the Client and the Form.
- Under Send via, choose Text message, Text and email, or Email.
- Attach a contract if the assignment needs one.
- Under Who should complete this form?, choose who fills it in. This is the step that decides what your client receives.
Sending a Form for the Client to Fill Out
Use this method when you want the client to work through the tasks and report back.
- Leave Client selected.
- Select Send.
Your client is notified and gets a link to complete the form.
Filling Out a Form Yourself
Use this method when you want to assign specific work to one client.
- Choose Myself on behalf of client.
- In the Client fields row, select Fill out.
- Answer only the questions you want to assign that client, then select Done. Anything you leave blank is left out, so you can send one client three workouts and another client a different two from the same form.
- Select Send.
Note: Select Save if you want to keep the form internal for now, like a progress report, without sharing it with the client. Select Send if you are ready to deliver the prefilled form directly to the client.
On mobile, the same flow lives in Settings > Forms. Tap the + in the top right, choose the client, then choose Send form or Fill out form.
Tracking Who Has Completed Their Homework
Your forms dashboard groups every form by status: Completed, Sent, Viewed, Canceled, Incomplete, Expiring, and Expired. Check Sent and Viewed to see who has received their assignment and opened it. Check Completed to see who has finished. Use the date filter in the top right to change the period.
What the Client Sees
When you send a form for the client to fill out, they receive a text or email with a link. Opening it shows a clear, readable version of the form, with your business name at the top and each homework item laid out as a question they can answer.
When you fill the form out yourself and send it, they receive a read-only copy showing the assignment exactly as you completed it, along with the date.
Sending a Form from a Message Thread
You can also send a form straight from a message thread. There are two ways to do it, and the first is quicker.
Select the dollar sign at the bottom of the thread, then choose Send a form. You get a short list of just your forms, so there is nothing to scroll past.
You can also attach the form as a link.
- Select + > PocketSuite link.
- Scroll to the bottom of the list and select your form. Your forms sit below your booking pages, services, and gift certificates.
- PocketSuite fills in a message with a link to the form. Edit the message to add your own instructions.
- Send the message.
Video Setup: