The survey goes out on its own when the session closes. You switch it on once.
When you mark a session as completed, the satisfaction survey goes out to that client on its own. Their answers feed the progress chart on their record, and the ones who give you permission appear in your Testimonials.
It does not depend on you remembering to ask. Which is exactly why most coaches measure nothing.
Only what you can use appears in Testimonials. If someone did not give permission, their answer stays on their record and never reaches it. There is no way to accidentally publish something a client wrote believing it was private.
And automatic sending arrives switched off. Emailing someone's clients without that person having asked for it is not a decision the platform should be making.
The client record has always had a progress chart. The problem was that it had almost nothing to draw, because measuring regularly means remembering every time, and nobody remembers.
Automatic sending exists for that: it turns measurement into something that happens by default, and the chart goes from empty to showing a real line.
Only if you switch it on. It is off by default.
No. Only those whose author gave explicit permission. Without it, the answer stays on the client's record.
They feed the progress chart for that client, and with permission, your testimonials.
No. Included on all three plans: monthly 30 USD, annual 157 USD or Lifetime 297 USD as a one-off.
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