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How to Create a New Form

Build powerful, customized forms for onboarding, assessments, or feedback—right inside FitMetrics.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over 2 months ago

Creating a form inside FitMetrics is fast and flexible. Whether you want to collect client data, automate onboarding, or build weekly check-ins—here’s how to get started:

✅ Step-by-Step:

  1. Go to the AI Forms tab in your FitMetrics dashboard

  2. Click “New Form”

  3. Name your form and add an optional description

  4. Add form elements using drag-and-drop (see full list below)

  5. (Optional) Use a template to save time or start from scratch

  6. Customize conditional logic to personalize the form experience for each client


🧩 Available Form Elements

You can mix and match as many of these as you need:

  • Heading

  • Paragraph

  • Short Answer

  • Long Answer

  • Single Choice

  • Multiple Choice

  • Star Rating

  • Slider

  • Opinion Scale

  • Ranking

  • Contact Details

  • E-Signature

  • Image Upload

  • File Upload

  • HTML Embed (e.g. calendars, Wistia, YouTube)

  • Divider

You can use conditional logic to show/hide certain questions based on previous answers—great for tailoring medical history or intake forms.


Once your form is ready, you can preview it, publish it, and even automatically assign it to clients using the AI-Check Ins feature (we’ll cover this in a later article).

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