Here's a quick overview of how to create your very first Assessment - the step-by-step instructions are below. You'll want to start on the "Account" tab of your Dashboard:

 

Step-by-Step Guide:

Step 1: Click "Assessments" in the left side menu of the "Account" tab on your Dashboard.

 

Step 2: Click the "Add New Assessment" button.

 

Step 3: Add an assessment name and description on the "Details" tab.

 

Step 4: Use the "Select a Field" search box to add fields to your assessment on the "Fields" tab.

 

Here are your field options:

  • Short Answer -- This field is for simple questions that can be answered with a few words.
  • Long Answer -- This field is for more in-depth questions that might require multiple paragraphs to answer.
  • Checkbox Group -- This field is for allowing clients to choose multiple pre-defined answers.
  • Dropdown Field -- This field is for allowing client to choose ONE answer from a few pre-defined answers.
  • Section Header -- This field is for adding a header to your assessment form.
  • Add Instructions / Embed Content -- This field is for adding an explanation  paragraph or embedding an instructional video.
  • Formula Field -- This field is for custom scoring for your assessment.
  • Password Field -- This field is for requiring a password to complete the assessment.
  • Progress Photos -- This field is for allowing clients to upload progress photos / videos.
  • Date of Birth -- This field is for requesting the client to enter their birthday.
  • Height -- This field is for requesting the client to enter their height.
  • Gender -- This field is for requesting the client to enter their gender.
  • Notes -- This field is for requesting the client to add notes that will save to their profile.
  • Goals -- This field is for requesting the client to add goals that will save to their profile.
  • Injuries / Limitations -- This field is for requesting the client to add injuries / limitations that will save to their profile.
  • Equipment -- This field is for requesting the client to select from a list of equipment in the database.
  • Phone Number -- This field is for requesting the client to enter their phone number to be saved to their profile.
  • Default Health Measurements -- Multiple fields that allow the client to log measurements to their profile (Weight, BMI, Blood pressure, Body Fat %, Resting Heart Rate, Waist Size, Thigh Size, Bicep Size).
  • City and State -- This field is for requesting the client to enter their location information.
  • Waiver -- This field is for requesting the client to sign a waiver as part of this assessment.
  • Toggle -- This field is for adding a yes / no type of question.
  • Rep Max -- This field is for requesting the client to enter their rep max for a given exercise you select.
  • Custom Measurements -- You can add custom fields for your platform that allow the client to log measurements to their profile.

 

Step 5: Choose your required questions for the assessment (if any).

 

Step 6 (OPTIONAL): Add custom rules to your assessment on the "Rules" tab.

 

Step 7: (OPTIONAL): Customize your button text, CSS, editor, results, and thank you page on the "Customize" tab as needed.

 

Step 8: Once you're finished, click the "Save Assessment" button to publish your assessment.

 

Now you can collect all the information you need to set up your clients for success!