AI Forms in FitMetrics aren’t just replacements for Typeform or Google Forms — they’re smart, fully integrated tools that work with your coaching ecosystem.
Here’s how to get the most out of them.
🎯 1. Start With a Clear Goal for Each Form
Before creating a form, ask yourself:
What do I want to learn from the client?
What action should this trigger (if any)?
Is it one-time or recurring?
Examples:
✅ Weekly check-ins → should be short, fast to complete
✅ Medical history → detailed, used only once
✅ Nutrition intake → use before building a plan
✅ Fitness assessments → benchmark progress
📌 TIP: Don’t try to collect everything in one form. Keep it focused.
🧠 2. Use the Right Elements for Better Engagement
Every form component has a purpose. Here’s how to think strategically:
Element | Best For |
Heading / Paragraph | Guide your client through sections. |
Short / Long Answer | Collect precise feedback or context. |
Single / Multi Choice | Speed things up with clear options. |
Star Rating / Opinion Scale / Slider | Visual engagement and fast answers. |
Ranking | Great for understanding client priorities. |
E-Signature | For terms, waivers, or onboarding. |
File Upload / Image | Get labs, photos, or other docs. |
HTML Embed | Embed videos, calendars (e.g. Cal.com), or Wistia intros. |
📌 TIP: Use dividers to break your form into logical sections.
🧬 3. Use Conditional Logic to Simplify the Experience
Nobody likes long forms. With conditional logic, clients only see what’s relevant.
Examples:
Ask “Do you take any supplements?”
→ Only show supplement details if they answer “Yes”
Ask “Are you currently injured?”
→ If “Yes,” ask follow-up about injury type
Ask “Do you track calories?”
→ If “No,” hide nutrition-specific questions
📌 TIP: Conditional logic = fewer questions = higher completion rate.
🕹️ 4. Use Templates to Save Time
Inside the Form Builder, we offer pre-built templates for:
Welcome Forms
Medical History
Weekly Check-ins
Body Composition Logs
Fitness Intake
You can always start from scratch, but templates help you launch faster.
📥 5. Automate Form Delivery with AI Check-Ins
You don’t need to chase clients for form responses.
Just use the “Insert Placeholder → Forms” inside your AI Check-In templates.
What happens next?
✅ FitMetrics will insert a personalized form link (with:
🔗 Their Trainerize ID
📅 The attached week number (to organize responses properly)
You can now:
Collect check-in forms automatically every week
View submissions inside the Client Compliance Tracker
📌 TIP: Send forms on Mondays and review on Fridays to stay organized.
🧑💻 6. Test Forms Like a Pro Before Sending
Always test your form before broadcasting or assigning.
Use the “Test” button when editing your form → send it to a Trainerize test account to preview client experience.
Why?
You’ll catch typos
Ensure logic flows correctly
Confirm that Trainerize ID + week tagging work
📌 TIP: If using custom prompts in your AI Check-In template, test several variations.
🌐 7. Use Smart Views + Broadcast for One-Off Use Cases
You don’t always need to schedule forms.
Instead:
Create a form
Click Broadcast
Filter your audience via Smart Views
Send it instantly
Use cases:
Announcements
Limited-time challenges
One-time surveys
Goal-setting prompts
🌍 8. Enable Custom Domains for Professional Branding
Business accounts can activate custom domains.
This means all your AI Forms live on your own branded subdomain (e.g. forms.yourbrand.com), not a generic FitMetrics link.
📌 TIP: This boosts trust and looks 10x more professional to your clients.
🔎 9. Monitor Completion from 3 Places
To check who filled out your form:
Forms → Configure → View Submissions
Compliance Tracker → Filter → Forms → View Answers
Trainerize Clients → Select a client → “Forms” tab
Use the “Mark as Reviewed” feature to track coach reviews on your team.
🔥 10. Bonus Tips for Better Results
Keep forms mobile-friendly → most clients will complete from their phone
Add videos using HTML embed (welcome message, tutorial, etc.)
Keep sections short — break long forms into two separate ones if needed
Use star ratings and opinion scales for emotional check-ins
Collect e-signatures for waivers or agreements