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Family questionnaires

Questionnaires help your coach collect information before or during your support. You can complete them in your own time, save your progress and return later.

Who this guide is for

  • Families who have been sent a questionnaire by their coach.
  • Coaches who want to review a family's answers.

What you can do

As a family member, you can:

  • see every questionnaire shared by your current coach;
  • answer text, number, choice and yes-or-no questions;
  • add one photo when a questionnaire asks for it;
  • save an unfinished questionnaire as a draft; and
  • submit it when all required questions are complete.

As a coach, you can read questionnaires shared with an assigned family. The review view is read-only, so you cannot answer or change responses on the family's behalf.

Coaches can also remove an assigned questionnaire from Session prep. Removing it deletes that form and its saved answers; other questionnaires keep their own answers. The removed form disappears when the family refreshes its questionnaire list. See Questionnaire templates for adding and removing forms for individual children.

Complete a questionnaire

  1. In the family app, open the side menu with the menu button on the Home screen, then choose Questionnaires under Main.
  2. Choose the questionnaire you want to complete.
  3. Work through each section. Help text appears with a question when the coach has provided it.
  4. Use Save draft if you want to stop and return later.
  5. Use Submit when you are ready to finish.

Questions marked as required must be answered before the questionnaire can be submitted. If anything is missing, the form stays open so you can complete it.

Read linked information and agree to terms

Your coach may include a website link in a question, help text or section description. Tap it to read the information in your browser, then return to your questionnaire. Opening a link keeps your current answers in the open form; use Save draft before leaving the questionnaire or closing the app.

If your coach asks you to agree to their Terms & Conditions, read the linked terms and tick the agreement box. A required agreement box must be ticked before you can submit. Opening the terms does not select the box for you.

Add a photo answer

Some questionnaires may ask for one photo, for example a picture of a sleep space. Choose Add photo, then take a photo or choose one from your device.

Wait until the photo appears before saving or submitting. You can replace or remove it while the questionnaire is still editable. You need an internet connection to add a photo. If it does not work, try again or choose another photo; you can still save your other answers. A required photo must be added before you can submit.

Return to a saved draft

  1. Open the side menu and choose Questionnaires again.
  2. Choose the questionnaire marked as in progress.
  3. Your previously saved answers will already be filled in.
  4. Continue answering, then save another draft or submit.

Answers are not saved automatically. Use Save draft or Submit before leaving the form.

If you use the family app in a browser, refreshing the Questionnaires page keeps you in the family app. Open the questionnaire again to see your saved answers. Always save first: refreshing does not preserve unsaved edits.

Check progress

The questionnaire list shows whether each form is:

  • not started;
  • in progress; or
  • submitted.

It also shows how many questions have been answered. Each questionnaire keeps its own progress, so you can work on several questionnaires independently.

When a questionnaire is for one baby, the card shows that baby's name. Older questionnaires and questionnaires sent with an invitation may instead be labelled Family questionnaire.

The label records who the questionnaire was originally for. Renaming or deleting a baby does not turn that questionnaire into a whole-family questionnaire or expose it in a sibling's Session Prep report.

Review answers as a coach

Open the family from your coach workspace and go to their questionnaires. You will see the same sections, questions and saved answers as the family, without editing controls. For a photo answer, choose View photo to request current, short-lived access. The photo is not included in the downloadable text/PDF summary.

To create or assign a questionnaire, see Questionnaire templates.

Things to know

  • A questionnaire belongs to the family and the coach relationship through which it was shared.
  • The app does not send a notification when a coach shares a questionnaire, and it does not appear on the Home screen. Open the side menu and choose Questionnaires whenever your coach tells you a form is waiting.
  • A coach can send different questionnaires for different babies in the same family. Check the baby label before answering or reviewing one.
  • Later changes to a coach's template do not change a questionnaire that has already been sent.
  • Submitted questionnaires stay marked as submitted.
  • If support or the coach relationship ends, the questionnaire may no longer be available through that coach.
  • Photo answers are private questionnaire content. They do not change the coach's practice logo or other branding.

If something goes wrong

  • If the list does not load, use the retry or refresh option.
  • If your coach says a questionnaire was sent but the list is empty, use Refresh questionnaires, then check in Access that the coach connection is active and that you are signed in with the email address your coach invited.
  • If submission is refused, check every required question.
  • If a photo cannot be processed or uploaded, check the connection and choose a normal image from the camera or photo library. Documents, PDFs, videos and multiple files are not accepted.
  • If the form says it has changed, review the refreshed questions before trying again. Answers that still match will be kept where possible.
  • If a questionnaire has been removed, it will disappear from the list and an open form will close.