Crunch One Kickoff Questionnaire

To complete the Crunch One Kickoff questionnaire, the Crunch One Kickoff session must first be scheduled and started. Once you start the session, a pop-up will prompt you to fill out the questionnaire.

You can either complete it right away or choose “Later.”

If you choose later, you’ll see a banner at the top of your screen reminding you to complete it.

Didn’t complete it during the session?

No problem. You can still complete it from the Client Folder:

• Tap Clients on your toolbar
• Find the client and open their profile
• Tap Client Folder, and you’ll see Crunch One Kickoff marked in red, to indicate that it’s still pending. Just tap to open, and fill it out.

You’ll also get another chance to fill it out during Session One. Once you start Session One, you’ll see a pop up, reminding you to complete the kickoff questionnaire. But keep in mind: if you don’t complete the questionnaire during Session One, it will no longer be available after that.

What does the questionnaire look like?

It’s a simple flow with questions you are already familiar with. Just answer each question, then tap Submit at the end.

Once submitted, you can always go back and view it in the Client Folder.

Quick. Clear. Organized.

Crunch One helps you set the tone and keep your clients on track—right from the start.