Create client intake records automatically from nutrition forms

Your intake form responses sit in a form inbox, delaying onboarding and leaving coaches without context. They are added to your client database for immediate scheduling and same-day coach assignment.

Create client intake records automatically from nutrition forms

Overview

Intake responses trapped in a form slow down onboarding and make coaches scramble for context. This flow captures every submission into your client database and prepares records for same-day scheduling and coach assignment.

Create client intake records automatically from nutrition forms