Hexfit

Which forms and fitness assessments should be used in Hexfit for client onboarding?

Mathieu Gagné

Creation, modifications and advanced options of documents

Personalized documents

If a data you want to enter is not part of our default list, you can always create it yourself.

Create or edit custom datas

Here is the procedure for choosing a different formula for the standardized tests included in Hexfit.

Manage data preferences in standardized tests

To make data entry easier, we have made several options available to you!

How to facilitate data entry

Data from smartwatches, manual data and documents can be analyzed through graphs

Origin of the data appearing in the graphs

Use tables, create graphs, share them with your customer and create alerts to be notified automatically.

Analyze your data

Data

From this step you will be able to create the document.

Creating a document – Step 2: Document creation

Evaluations cannot be attached to activities to be sent on a recurring basis. Here is a way to achieve this.

Clone an evaluation as a document

Document creation allows you to send questionnaires, information or get intelligent data to your customers.

Create a new document

You will see where to go to create a document. The article also describes the different choices in terms of visibility and sharing.

Creating a document – Step 1: configuration

Here are the steps to modify or clone a document created in Hexfit.

Edit or clone a document

Create / modify a document

How to change the visibility of an already completed document

Why can't my client see the documents I sent them?

To see the documents, the visibility chosen when creating it must include the client. You can therefore modify it.

Why can't my client see the documents I send them?

Here is the procedure in order to be able to program the automatic sending of a document

Send a document automatically

As a professional you can create a document type intervention and complete it. Its data will go into the client's file.

Complete a document

Here is the procedure for inserting formulas in a document

How to insert formulas in a document

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