Right now, when a client fills out something important (like a consultation or onboarding form), it gets buried in the timeline. There’s no way to keep it easily visible.
This feature would let coaches:
Pin key forms to the top of the client profile
Quickly reference consults, progress reviews, or onboarding forms
Save time during check-ins or coaching sessions
This would make it easier for coaches to keep high-impact info front and center - just like they can with notes.
Created by Jakob Fowler
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