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How do I add client measurement entry fields to an assessment?

How do I add client measurement entry fields to an assessment?

Posted by Support Team on September 10, 2020 — Updated on September 10, 2020

If you want to collect better data with your assessments, you can now add health info fields to an assessment using our Health and Fitness Assessment Software!

When you add measurement fields to an assessment, your clients will be asked to enter the specific health info that you request, and it will be added to their measurements tab as a log entry.

You can also request measurements from leads, and if you add them as a client in the future, the measurements they entered will be added to their profile.

To add measurement fields to an assessment, start from the Assessments area of your Dashboard, and follow the steps below.

Step-by-Step Guide:

Step 1: Click the “+Add New Assessment” button to create a new assessment.

You can also add measurement fields to an existing assessment by clicking the gear icon to edit the assessment.

Step 2: On the Fields tab select the measurements from the “Add New Fields” drop-down list.

Step 3: Fill out any additional fields you want for your assessment, and click “Save Assessment” to save your assessment.

That’s it! Now your assessment will ask for the Health Data fields that you requested, and client entries will be added to their measurements log.

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