How do I create an assessment?

Within our Assessment Software, you have the ability to create an assessment!

To create an assessment, head to the “Account” tab of your dashboard and follow the step-by-step instructions below.

Step-by-Step Guide:

Step 1: Click “Assessments” on the left side menu of the “Account” tab on your Dashboard.

Step 2: Click the “Add New Assessment” button.

Step 3: Add an assessment name and description on the “Details” tab.

Step 4: Use the “Select a Field” search box to add fields to your assessment on the “Fields” tab.

Here are your field options:

  • Short Answer — This field is for simple questions that can be answered with a few words.
  • Long Answer — This field is for more in-depth questions that might require multiple paragraphs to answer.
  • Checkbox Group — This field is for allowing clients to choose multiple pre-defined answers.
  • Dropdown Field — This field is for allowing the client to choose ONE answer from a few pre-defined answers.
  • Section Header — This field is for adding a header to your assessment form.
  • Add Instructions / Embed Content — This field is for adding an explanatory paragraph or embedding an instructional video.
  • Formula Field — This field is for custom scoring for your assessment.
  • Password Field — This field is for requiring a password to complete the assessment.
  • Progress Photos — This field is for allowing clients to upload progress photos / videos.
  • Date of Birth — This field is for requesting the client to enter their birthday.
  • Height — This field is for requesting the client to enter their height.
  • Gender — This field is for requesting the client to enter their gender.
  • Notes — This field is for requesting the client to add notes that will save to their profile.
  • Goals — This field is for requesting the client to add goals that will save to their profile.
  • Injuries / Limitations — This field is for requesting the client to add injuries/limitations that will save to their profile.
  • Equipment — This field is for requesting the client to select from a list of equipment in the database.
  • Phone Number — This field is for requesting the client to enter their phone number to be saved to their profile.
  • Default Health Measurements — Multiple fields that allow the client to log measurements to their profile (Weight, BMI, Blood pressure, Body Fat %, Resting Heart Rate, Waist Size, Thigh Size, Bicep Size).
  • City and State — This field is for requesting the client to enter their location information.
  • Waiver — This field is for requesting the client to sign a waiver as part of this assessment.
  • Toggle — This field is for adding a yes / no type of question.
  • Rep Max — This field is for requesting the client to enter their rep max for a given exercise you select.
  • Custom Measurements — You can add custom fields for your platform that allow the client to log measurements to their profile.

Step 5: Choose your required questions for the assessment (if any).

Step 6 (OPTIONAL): Add custom rules to your assessment on the “Rules” tab.

Step 7: (OPTIONAL): Customize your button text, CSS, editor, results, and thank you page on the “Customize” tab as needed.

Step 8: Once you’re finished, click the “Save Assessment” button to publish your assessment.

Now, you can collect all the information you need to set up your clients for success!

Updated on January 11, 2021

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