How do I create and send an assessment to a client?

Modified on Fri, 17 Oct at 4:55 PM

Quick Answer  


Use the Assessments area to create or select a template, customize questions, and assign it to a client. Results appear in PRO for follow-up actions.  



Context  


Assessments help you baseline clients, monitor progress, and adapt programming with objective data captured from the client app.  



How it works  


1. Open Library and go to Assessments.  

2. Create a new assessment or open a template.  

3. Customize questions, scales, and instructions.  

4. Assign to a client now or schedule a date.  

5. The client completes it in the app; results sync back to PRO.  

6. Review results and update goals or plans accordingly.  


Good to know  


• Keep assessments short and focused to improve completion.  

• Use consistent scales to compare progress over time.  

• Consider scheduling recurring assessments for key checkpoints.  


Disclaimer  


This app does not constitute medical or specialized advice. For specialized guidance, please consult a qualified professional.  



Related Articles  


1. How do I view and edit a client’s profile and goals?  

2. How do I create a fitness plan for a client?  

3. How do I use the weekly overview to track workouts completed, skipped, or extra?  



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