Setting up the post-plan survey
After a client finishes a plan they can leave feedback and answer a short survey. Here's how to customise those questions or switch them off.
When a client completes a plan, they're offered the chance to send feedback and answer a short survey. Both are optional for the client, and the survey questions are entirely yours to edit or switch off.
Watch the video walkthrough (2:42).
Note: QuickCoach's features and screen layouts may change over time, but the core workflow stays the same.
Find the survey settings
Open your account settings from the coach app.
Scroll down to the Post-plan questionnaire section. This is where every question your clients see after finishing a plan lives.
Edit or switch off questions
- Type over any question box to change what it asks.
- Click 'Save' beside a question after editing it, so the change sticks.
- Use the toggle on the right of each question to turn it on or off.
Note: Changes only apply once you've saved each edited question. A toggle switched off hides that question from clients without deleting your wording.
Once clients start answering, head to seeing your client's feedback to read what comes back and for the tidiest ways to reply. Survey answers also appear alongside each completed plan's results, under Plan Notes.