Send an intake form and read the answers

Coachstra doesn't send an intake form to a client directly — you attach it to a Session Type, and it's sent when a client books that type of session.

1. Go to Packages, open Session Types, and edit the session type you want the form attached to.

2. Under Intake form, choose the form from the list (or No form to remove it).

3. Under When shown, choose Shown during booking (the client fills it in as part of booking) or Sent after confirmation (Coachstra emails them the link once the booking is confirmed).

Once a client has submitted a form, open their profile to read the answers under Intake: [form name] (submitted). Mapped answers show next to the field they update; freeform answers are listed below, each tagged Answered by client or Entered by you if you filled it in for them.

You can also:

• Click View full intake response → to see the whole submission.
• Click a freeform answer to edit it yourself.
• Click Resend for edits to send the client a fresh, editable link to their existing answers, or Send a new link if their response is still marked (not yet submitted).