Intake forms
Intake forms collect what you need before you meet someone, so the first session is spent on the work rather than on paperwork. Build them in Intake Forms.
There are two ways to get a form to a client, and the difference matters.
- Attach the form to a service. Every client booking that service is asked to complete it, either at booking or after confirmation. This is the reliable option because it needs no action from you.
- Send it to a specific client. Use this for one off requests, or when someone booked before you had the form ready. You can also share a public form link with someone who is not yet a client.
Responses are collected against the client and appear in the session workspace when you open the appointment, so the answers are in front of you when you need them. Export responses to Excel for reporting, and download any files clients uploaded as a single archive.
Feedback forms and reviews
Feedback forms are how you gather client experience, and they are also the source of the ratings shown in Analytics. Build your own, or start from a global template.
Send a feedback form from the appointment actions menu after a session, or from your client list. When you receive a response you like, you can toggle it to be publicly visible, which puts it on your public profile as social proof. Nothing becomes public unless you choose it, one response at a time.
Ask at the right moment
Sending a feedback request straight after a completed session gets a far higher response rate than asking at the end of a course of therapy. Consider a short form after session three rather than a long one at discharge.
The resource library
Library holds your worksheets, recordings, links and guides. Each resource can be free, fixed price, or pay what you want, which means the same library serves both material you hand to clients and digital products you sell.
Share a resource directly with a client, or copy its link to include in an email. You can also publish a resource to the PracFlow community, making it available to other practitioners.
Assignments and homework
Assignments turn resources into tracked between-session work. Create an assignment from Assignment, send it to one client or several at once, and follow whether it has been completed.
| State | Meaning |
|---|---|
| Sent | The client has the assignment but has not responded yet. |
| Review pending | The client has responded and it is waiting for you to read. |
| Reviewed | You have read the response and added your feedback. |
You can send an assignment mid-session from the session workspace, which is the natural moment to set homework. Assignments are a premium feature and require a paid or trial subscription.
Could not find what you needed? Email support@pracflow.ai or use the Need Help button in your dashboard.