Client Records
6 articles
Build a client form with the Form Builder
Create reusable health and intake forms with questions, instructions, ratings and signatures, then choose who completes them and whether Clovo sends them automatically.
Record client progress with Progress Notes
Keep private notes on a client profile, use shared templates, review earlier versions and export a note as a PDF.
· Client Management
Require a form before clients book a class
Make one or more completed forms, including health and intake forms, a condition of self-booking a class, while keeping a staff override for bookings you add yourself.
Send a form to a client in the Clovo app
Request a self-service form from a client, see when it is completed, and understand how manual and automatic requests appear in the Clovo app.
Send forms to clients automatically
Automatically request a self-service form when a client joins your studio or when the incomplete form blocks their booking.
Set up a clinical intake and track client progress over time
Design a health and intake form that captures injury history and goals, make it a condition of the first class, then follow the client's progress with reassessments and progress notes.