Fitness trainers, dog trainers, and plenty of other Pros need their clients to do work between sessions. In PocketSuite, you handle this with a form. Each question is one homework item, the answer options are the things you want the client to work on, and you can either send the form for the client to complete or fill it in yourself and send them the finished assignment.
Building the Homework Form
- Go to Settings > Forms and select + Add a form, then Create a new form.
- Give the form a name your client will recognize, such as "This Week's Homework."
- Use Description to write the instructions that apply to the whole assignment.
- In the Fields section, select Add and create one question per homework item.
A few question types work especially well for homework:
- Multiple choice lets you list several workouts or exercises and have the client check off everything they completed.
- Single choice works when you want one answer, such as which level they worked at.
- Long text gives the client room to write back about how it went.
- Image and File upload let the client send something back, such as a photo or video of their form or a completed worksheet.
Paste instructional links directly into the question text. The client can tap them from the form.
Leave For clients to complete checked so the form can be sent to the client. If you uncheck it, the form becomes internal only, for your own notes and assessments, and it cannot be sent.
Two Ways to Send the Homework
Go to Home > Forms, select + Send, and choose the client and the form. Then choose who fills it in under Who should complete this form?
Have the Client Fill It Out
Use this when you want the client to report back on what they did.
- Leave Client selected and select Send.
- Your client gets a link and answers the questions themselves.
Fill It Out for Them and Send It
Use this when you want to assign specific work to that one client.
- Choose Myself on behalf of client.
- Select Fill out, answer only the questions you want to assign to that client, then select Done. Anything you leave blank is left out, so you can send one client three workouts and another client two different ones from the same form.
- Select Send.
Your client receives a read-only copy of the completed form with everything you selected, so they can see exactly what they have been asked to do.
Note: Select Save if you want to keep the form internal, 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.
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.
- Or select + > PocketSuite link and pick the form by name. PocketSuite fills in a message with the link, so you can add your own instructions before you send it.
Tracking Completed Homework
- Go back to Home > Forms and use the status tabs. Sent and Viewed show who has received their assignment and opened it, and Completed shows who has finished.
- A form you filled out and sent yourself appears under both Sent and Completed.
For the full walkthrough of the Send form screen and everything else you can do with forms on a computer, see Forms on Desktop. To learn more about building forms, see Forms.
Video Setup
Note: The walkthrough below was recorded on an older version of PocketSuite, so the screens may not match the current app exactly. The steps above are current on desktop.