What are Forms within Trackler?
Forms is a feature we are very happy with. This feature provides more value, professionalism and offers a lot of flexibility
Forms is a function that allows you to create forms very easily. And the great thing about Forms is that we built it generically. So you can customize and create them as you want.
How do you create a Form?
Go to your Track
Text field -> "+ Add"
Click on the plus sign at the bottom left
Choose 'Form'
Or go to the filter in your Track and click on '+' under Forms.
+ Create new form
Give your form a title and possibly create a template if you want to use it more often
Give a check mark to the person in the Track who will complete the form
Choose to add a large number of question types
Make certain questions mandatory if desired
You can also schedule the message or change the recipient in Settings
'Save'
And send to Track if desired!
Recurring Forms
Repeating Forms. A daily, weekly or monthly focus has never been easier. Make a form repeating, add a message and choose when to send it.
Templates
You can create templates, which is very useful, since you want to send a lot of forms more often to different coachees. Create templates in your company settings and use them again and again. You can also get inspiration from the Gallery and use paid and free Forms here.
For us this is just a start. From the basics, we will expand this feature with the option to build in complete online programs, so that forms are sent automatically, you only have to set them up once and your business becomes scalable.
Plan Forms
Choose a date and time for sending your forms, so that they arrive at your Trackee exactly when you want. You do this in the settings of a Form.
What are examples of Forms?
Intake form
As a coach, therapist or trainer, we all know the moment when we need to send intake forms. This is to collect information and have a starting point.
You can now create an intake form in your profile once and then use it for multiple tracks. Your trackee can fill in her/his details very easily and clearly, so that you have and keep everything in one place.
Feedback form
Another example of a Form is a feedback form. As a specialist or professional, you naturally want to know how you can improve yourself and what went well.
You can easily install such a feedback form and start using it immediately.
Reflection form
You can also use Forms as a monthly reflection moment: a number of questions that you have already formulated and to which your Trackees then answer. Every month, so that you know and your Trackee has a moment to reflect on how things are going.
And there are many more examples that we have already created as a standard template. In short, a very innovative feature in the world of the coaching industry.
Open a Form again for a Trackee
You can open a previously submitted form again for a Trackee. perhaps because they would like to change an answer or have made a mistake. Perhaps they applied too quickly and want a 'resit'.
