Ask once, and keep the answer where you need it
Intake questions at booking, questionnaires that score themselves, worksheets before a session and daily check-in flows. Every answer lands on the client record instead of in your inbox.
7-day free trial. 0% platform fee on everything you sell.
Weekly Momentum Check
Worksheetrev 14How steady did this week feel?
Stored answer stays 4, so scoring, logic and export never branch
Did you train three times?
If Q1 at least 4 and Q2 is yes, skip to “Scale it up”
Autosaved
2 seconds ago
Task on their list
Due Friday · 09:00
A form is easy. Getting the answer back to the right place is not.
Most coaching forms are not broken at the asking. They are broken afterwards, when the answer sits in an inbox instead of on the client, the session and the trend it belongs to.
The old way
- A Google Form, a PDF worksheet and an email thread per client
- Answers in a spreadsheet nobody opens before the call
- Totting up a questionnaire score by hand, then typing it back in
- One snapshot at onboarding, and no honest way to see change
With CoachfulThe new way
- Intake questions attached to the session type, answered at booking
- Every response filed on the client record and on its session
- Scores, categories and result buckets computed the moment they submit
- Retakes on a cadence you set, charted as a line, a bar or a radar
From a question you type once to an answer that keeps working.
Intake that happens at the booking, not after it
Questions attach to the session type, so the answers arrive with the booking. You open the call already knowing what they want, and nothing needs chasing in between.
Booking questions
Discovery call · 45 minPhone consent · three separate boxes
Ticking one never ticks another, and none of them counts as marketing consent.
Questionnaires that score and route
A questionnaire can be more than a list of questions. Scores compute from the answers, and the result can send someone to the right page, the right bucket or the right next step.
Score categories
34 / 50Result bucket · 25 to 37
Rebuild the basics first
Worksheets, check-ins and the daily conversation
Forms are not only for onboarding. Pre-session worksheets prepare the client for the call, and check-in flows you design carry the short daily conversation between sessions.
Pre-session worksheet
RequiredSent with the confirmation
Monday, the moment they book
Due Wednesday, 10:00
You set it to 24 hours before the session
Session Thursday, 10:00
Their answers open beside your notes
Skipped it? They still get into the call. A worksheet never locks the door.
Recurring assessments, not one-off snapshots
Switch tracking on and the same questionnaire comes back on a cadence: daily, weekly, biweekly, monthly, quarterly, or a custom number of days. The due date creates a task on the client’s own list, the reminder goes out at the time you set, and their history draws as a line, a bar or a radar.
Cadence
Tracking onWed
reminder day
09:00
reminder time
2 days
early window
Their history · line
LineBarRadarWeekly Momentum Check
Added to their task list · due Friday
The builder your forms are actually made in.
Each question on its own card, with its answer style, category and weight beside it.
The form builder, captured from the live product.
A builder that does the boring part, not just the pretty part.
In your plan, with no per-response pricing and no cap.
Fifteen ways to ask.
One way to store it.
Scoring, logic and export work the same way on every type.
Describe it, or hand over the PDF you already use.
Pasted HTML works too, and every question stays yours to edit.
Logic that really branches
Rules on one question or the whole form, joined with and or or.
Cohort average
Trends for a whole cohort.
See the average move week over week, then open any one client.
A link, not a login
Switch sign-in off and anyone can answer, with contact capture keeping the name.
Contact capture
dana@example.com
Everything in forms and worksheets.
No asterisks and no add-on pricing. This is what you get.
Intake that happens at the booking, not after it
- Custom fields on any booking: text, choice, phone and email
- Required phone number and consent notices where you need them
- Answers attached to the booking and the client record
- A confirmation message you write for the client
Questionnaires that score and route
- Fifteen question types, with a scale drawn as numbers, a slider or stars
- Result pages matched to the score band
- A total score, score ranges, and separate scores per category for a multi-axis result
- Build a set from a prompt or an uploaded PDF, or paste one in, instead of typing every question
- Questionnaires usable as a funnel step for lead qualification
Worksheets, check-ins and the daily conversation
- Pre-session worksheets required before a specific session type
- Morning, evening and weekly check-in flows you design, on the days and at the time you set
- Worksheet answers visible to both of you on the session
- Put a questionnaire on a cadence, daily through quarterly, with a reminder and a history chart
- Answers feeding client progress and your session preparation
Loved by the coaches who actually use it.
“Like every business owner, I was paying for 5+ platforms and it still wasn't what I really wanted. Coachful has everything in one place. I already saved $1,300 cancelling everything I had duct-taped together. And I only have one login.”
Emily Fulcher
Founder, AilikiFIT
“The platform we've all been waiting for. I have tried just about every coaching, booking and learning platform out there. Coachful does it all. The support is unmatched and the updates are consistent.”
Elizabeth Gentzkow
Founder, Thrive West
“Such a great platform! I've been searching for something like this for ages and it's finally here. It's great to have actual support, and the AI tools are amazing.”
CeeCee
Aligned Essence Studio
Coachful forms cover the questions a coaching practice asks: intake questions attached to a booking, questionnaires that total into a score with ranges and result pages, pre-session worksheets required before a session type, and morning and evening check-in flows the coach designs.
Every answer attaches to the client record and the session it belongs to, and questionnaires can also run as a funnel step to qualify leads.
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Plans
7-day free trial · 0% platform fee
Monthly plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients. 0% platform fee. 7-day free trial. A card may be requested during plan setup; review the billing terms before confirming.
What it does
- Attaches custom intake questions to any bookable session type.
- Captures consent and a required phone number where the coach needs them.
- Scores questionnaires numerically with ranges, matching result pages, and separate scores per category.
- Puts a questionnaire on a repeating cadence with a reminder, a due task and a history chart.
- Requires a pre-session worksheet before a given session type and shows answers on the session.
- Runs morning, evening and weekly check-in flows designed by the coach, on a schedule and with conditional steps.
- Uses a questionnaire as a funnel step to qualify and route leads.
- Builds a question set from a prompt, an uploaded PDF or pasted HTML instead of one-by-one entry.
Good to know
- It has no free-placement PDF layout editor; a form is a page of questions.
- Its scoring is not a validated psychometric or clinical instrument.
- It is not HIPAA-certified, though it is GDPR-ready with full export.
- The client app carries your branding but ships under the Coachful listing, not your own App Store account.
“Seriously. I have tried just about every coaching, booking, learning platform out there. I've tried developing my own.”
“Coachful is a very helpful platform for coaches who want everything in one place.”
Margie Wilsonon Trustpilot 
“I have tried virtually every major coaching platform on the market, and nothing comes remotely close to Coachful.”
Salma Mostafaon Trustpilot 
“This really is an amazing tool. I am still building but it is the first Coaching tool that has everything I have wanted.”
James Wallaceon Trustpilot 
“Coachful has a really classy platform that is easy to navigate, and create programs for my coaching clients.”
Gilli Moon Aliottion Trustpilot 
“Coachful is a robust software platform that has everything a coach needs to manage his/her practice.”
John Winderson Trustpilot “Such a great platform! I've been searching for something like this for ages now and it's finally here.”
CeeCeeon Trustpilot
Forms & worksheets questions coaches ask
Yes. Custom questions attach to the session type, so answers arrive with the booking and land on the client record. You can also require a phone number and show a consent notice.
Yes. Questions can total into a score with ranges, and the result can show a matching result page or route the person to the next step, including as a step inside a funnel for lead qualification.
A worksheet the client completes before a specific session type. Their answers appear on the session for both of you, so the call starts from what they wrote rather than from a recap.
Yes. Check-in flows are forms you design for the morning, the evening, the week, or all three. You set the time and the days they run, and you can narrow who sees a step by condition or by which week of a program someone is in. Their answers land on the client record where you prepare for calls.
Yes. Repeat submissions are tracked so you can see change over time rather than a single snapshot, which is what makes a questionnaire useful for progress rather than only onboarding.
No. Scoring is numeric with ranges you define, not a validated psychometric instrument, and Coachful is not HIPAA-certified. It is GDPR-ready with consent capture and full data export.
Start the call already knowing the answer
Intake at booking, worksheets before the session and check-ins in between, all on one record.
Built for coaches who take their clients seriously
