> ## Documentation Index
> Fetch the complete documentation index at: https://help.trypawgress.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Forms & Intake

> Send waivers, intake forms, agreements, and surveys to clients, and manage every response in one place

## Overview

Forms are how you collect the paperwork side of training: liability waivers, intake questionnaires, training agreements, and post-program surveys. You build a form from a template (or from scratch), send it to a client by email, and the completed response lands back in Pawgress.

<Info>
  **Included on every plan**

  Client forms and intake are available on both Basic and Pro — no subscription required.
</Info>

## Finding Forms

Click **Forms** in the main navigation. It opens a menu with three sections:

* **My Forms** — the forms you've created, ready to send
* **Submissions** — every form you've sent and its status
* **Templates** — the template library you build new forms from

## Creating a Form from a Template

### Step 1: Browse the template library

Open **Forms → Templates**. Templates are grouped into four categories:

| Category       | Typical use                                |
| -------------- | ------------------------------------------ |
| **Waivers**    | Liability releases, injury waivers         |
| **Intake**     | New client and new dog questionnaires      |
| **Agreements** | Training contracts, cancellation policies  |
| **Surveys**    | Post-program feedback, satisfaction checks |

Use the category filter to narrow the list, and **Load more** to see additional templates.

### Step 2: Fill in the placeholders

Templates contain placeholders — your business name, your cancellation window, and similar details that appear throughout the document. When you pick a template, Pawgress asks you to fill these in once, then substitutes them everywhere in the form.

Some placeholders auto-populate from Pawgress data, such as the client's name, the dog's name, and your trainer name.

### Step 3: Name and create

Give the form a name you'll recognise later, then create it. The new form appears under **My Forms**.

## Creating a Blank Form

If no template fits, open **Forms → My Forms** and use the create option to start a blank form. Give it a name and you'll land in the editor.

## Editing a Form

Open any form to edit it. In the editor you can:

* Rename the form
* Add, edit, and delete questions
* Drag items to reorder them
* Preview the form as your client will see it

Edits are batched — click **Save Changes** to apply them.

<Note>
  Changes to a form don't alter responses that were already submitted. Past submissions keep the version of the form the client actually filled out.
</Note>

## Sending a Form to a Client

### From the forms list

1. Open **Forms → My Forms**
2. Click the **Send** action on the form you want
3. Choose the recipient — pick an existing client, or enter an email address to send directly to someone who isn't a client yet
4. Optionally select which dog the form is about
5. Send

Your client receives an email with a link to the form. No Pawgress account is needed to fill it in.

### From a client's record

You can also start from the client side, which pre-fills the recipient for you — handy when you're onboarding someone and working through their setup.

### Sharing a form link directly

Every form also has a shareable link you can copy from the editor and paste anywhere — a welcome email, a text message, your website. Responses submitted through a shared link are recorded as **direct** submissions.

## Tracking Submissions

Open **Forms → Submissions** to see everything you've sent. Each row shows the client, the form, its category, and its status:

* **Sent** — the client has been sent the form but hasn't completed it
* **Completed** — the client has submitted their response

Filter and search to find a specific submission, and open any completed one to read the full response.

## What Your Clients See

Clients with a Pawgress account see a **Forms** page in their navigation, split into:

* **Pending Forms** — forms waiting on them, with a button to fill each one out
* **Completed** — forms they've already submitted, with the date they completed them

Clients who aren't on Pawgress simply use the emailed link.

## Tips

<Tip>
  **Build your intake pack once**

  Most trainers end up with a standard set: a waiver, an intake questionnaire, and a training agreement. Create all three from templates when you set up your account, then sending them to a new client takes seconds.
</Tip>

<Tip>
  **Send the survey at the end of a package**

  A short survey when an enrollment completes is the easiest way to collect testimonials while the client is still delighted with the results.
</Tip>

## Next Steps

* [Add your first client](/guides/getting-started/add-client) so you have someone to send forms to
* [Create training packages](/guides/getting-started/create-package)
* [Create training reports](/guides/getting-started/training-reports) to document progress