Intake forms & results pages

Edit the questions patients answer at signup and the results page each goal path shows.

Two kinds of pages shape your signup experience, and you edit both on the Forms page:

• Intake forms — the health questions a patient answers.
• Results pages — what a patient sees after finishing, tailored to the goal (signup path) they chose.

You start with sensible defaults for each standard path, so you can launch without building anything — then customize when you're ready.

The builder

Open any form to edit it in the visual builder:

• Add, remove, and reorder blocks (questions and content sections).
• Configure each block — question text, answer type, options, and whether it's required.
• Preview to see exactly what patients will see.
• Prefer working in raw structure? Toggle to the JSON view.

Results pages use content blocks too — headings, text, product recommendations, reviews, and embeds — so each goal's results screen can look and read differently.

Results pages are matched to the signup path

Each results page is tied to a signup path (weight loss, strength, anti-aging, mood, or general). When a patient finishes signup, the portal shows the published results page for their path. That's why the signup path you set on a category matters — it decides which results page a patient lands on.

→ Categories & signup paths

Versions and publishing

Forms are versioned, so editing is safe:

• Your changes are a draft until you Publish — patients keep seeing the current published version while you work.
• Publish makes your draft live.
• Need to make changes to something already live? Start a new version, edit it, and publish when ready. The old version stays as history.

A form or results page must be published to appear to patients. If a change isn't showing up in signup, check that you published it.

Seeing patient answers

Open a form and view its Responses to see what patients submitted. Intake answers are stored securely and shown to your team on each patient's record.

Before you go live

For every goal you're offering:

1. Review the intake form questions and publish them.
2. Review the results page for that path and publish it.
3. Run through signup yourself in a private browser window to confirm the right questions and the right results page appear.