To create a fillable form for purposes of collecting information from your clients, such as an intake form or coaching session prep form, you can use a Simple Form. Here's how.
Go to My Forms using a menu in the top right corner.
Click on "Create New Form" button:
Choose "Simple Form" to get started.
Name your form and enter the description or introduction text.
Now you can start adding your form questions.
To enter a question, you must click on the type of question you want to add.
When you're finished adding the question, you can choose to either display the result of the form (answers they submitted), or redirect them to another page of your choice.
You can also choose to allow clients to edit their answers later:
When finished, remember to hit "Save".
You can update your form any time by going into the form, making the changes you want, then clicking "Update".
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To watch a Simple Form creation in action, watch this video of a Client Intake Form being created. Notice that all questions have been pre-typed in a notepad for convenience.
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