Viewing Responses

Intake responses live on the client’s profile. Open Clients, choose a client, and find the Intake forms section. Each entry shows the form name and date; expand it to see every answer.

For consent fields, the exact statement the client agreed to is shown alongside their acceptance.

Coach notes

Under each response you can add a private note - visible only to you - to record follow-ups or context. Click Save note to store it.

From the calendar

When you open a session that captured an intake form, the session details show an “intake form on file” link that takes you straight to the client’s profile.