Help Centre Guide

How to Send Your First Onboarding Questionnaire

Generate an onboarding questionnaire link from a client profile, collect a completed response, and review readiness before training starts.

This guide follows the tested onboarding invite lifecycle across /app/clients/[id], /f/invite/[token], and /app/onboarding.

5 min readhow to send par q formsend digital par-q to clientspersonal trainer par-q workflow

Before you start

Ensure you have at least one active client record in /app/clients.
Confirm an onboarding or PAR-Q template exists in /app/templates.
Use a fresh browser tab for client-side link testing.

Step 1: Open the client detail page and go to Send an onboarding form

Navigate to /app/clients/[id] and find the Send an onboarding form panel.

Generate Onboarding Link remains disabled until a template is selected. This is expected behavior.

Client detail page with Send an onboarding form section. — The send panel prevents accidental link creation until template selection is complete.

Step 2: Select a template and generate a secure invite URL

Choose the onboarding or PAR-Q-style template that matches the client context, then generate the link.

Copy the /f/invite/{token} URL and send it through your normal client communication channel.

Onboarding template selected with generated link ready to copy. — After template selection, a secure tokenized invite link is generated for this client.

Step 3: Complete the onboarding questionnaire as a client and submit

Open the link in a separate session and test validation by leaving required answers blank first.

Complete all required answers and submit. Confirm the success state is shown.

Public onboarding form with required-question flow. — Public invite form pages should clearly guide required answers and confirm successful submission.

Step 4: Check onboarding history and status in the trainer app

Return to the same client record and verify the new row appears in Onboarding History.

Open /app/onboarding to confirm status is tracked across all clients.

Trainer onboarding history and review status view. — Completed onboarding questionnaires should flow directly into a trackable client timeline.

Step 5: Review readiness signals and complete follow-up actions

For questionnaire templates that include risk checks, confirm flagged answers are reviewed before programming starts.

Use client notes, activity timeline, and onboarding status to record that the submission has been checked.

Risk signal and follow-up context in onboarding review flow. — Risk-positive answers are highlighted so you can follow up safely and consistently.

Common issues and fixes

Generate Onboarding Link is disabled

Select a template first. The send action is intentionally gated to prevent blank or invalid invites.

Client says the link no longer works

Generate a fresh invite. Completed and expired tokens are intentionally blocked and show safe error states.

Invite opens but shows no questions

Use a template that includes questionnaire questions. Contact-only lead templates are for open forms and invite links for those templates are intentionally blocked.

No risk flag shown for a risky answer

Validate the selected template has risk configuration enabled for that question and that you sent the expected template version.

Next actions

Learn how to onboard an existing client Open Onboarding workspace

Related guides

How to Onboard an Existing Client

Take a client already in your list through profile checks, onboarding invite, questionnaire completion, and review-ready status.

Lead Form vs Onboarding Form: When to Use Each

Use lead forms to capture new prospects at scale and onboarding forms to collect deeper data from known clients.