Guided activities between sessions
Keep progress moving between sessions.
Tailored questionnaires and guided workbooks your clients complete at their own pace. Gather context before a session, set practical activities afterwards, and review what clients submit before the next conversation. Built for coaches, facilitators, and training providers whose work continues between appointments.
What it enables
- Questionnaires with text, multiple-choice, checkbox, and date questions
- Guided workbooks organised into sections with instructions
- Save and return, picking up from the last saved section
- Personal access links, with no client account needed
- Links added to booking, reminder, and follow-up emails
- Completed responses reviewed in one admin console
How it fits into your system
Not sold on its own. Deployed as part of one system.
Questionnaires & Workbooks isn't a standalone product you install and configure yourself. It's one capability inside the system we deploy and manage for you, connected to the other capabilities it needs to actually work, monitored the same way, and covered by the same setup fee and managed plan.
Delivery
What Systems IP manages
- Hosting and uptime
- Secure storage of client responses
- Personal link security
- Appointment and email flow integration
Next step
Need Questionnaires & Workbooks as part of your system?
We can help work out the setup fee, the managed plan, and which capabilities you need from day one.