Create weekly check-in records from client form submissions
Create weekly check-in records from client form submissions
Your client weekly questionnaires come as form submissions and need manual copying into your tracking base, delaying coach review. They land in the base for coach access and same-day follow-up.
Overview
When weekly check-ins live in inboxes, coaches lose time and context. This flow captures each form submission into your tracking base and normalizes names so program coordinators can review and act on responses the same day.