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Everyday coaching3 min · For coaches

Create and share an intake form

Publish a form, then create its sharing link.

A published form people can complete from its link.

  1. 1

    Create a draft

    Open Forms, choose New form and give it a name. Add the questions you need.

  2. 2

    Publish a version

    Save draft, review the questions and select Publish version.

  3. 3

    Create the link

    Open the sharing controls and choose Create sharing link. Copy it and review responses in Forms.

A helpful detail

Existing links keep their published questions. A response is not automatically connected to a client.

Progress stays in this browser.
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Create a useful check-in