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How to use Worksheets in CoachNexa

Create fillable worksheets clients complete in their portal — check-ins, reflections and exercises.

⏱ About 4 min · Updated 25 Sep 2026

Here is how Worksheets works in CoachNexa, step by step.

  1. Open Worksheets

    Click Worksheets in the sidebar. You'll see your worksheets, searchable by name.

  2. Create a worksheet

    Click + Create Worksheet. Give it a name (e.g. "Weekly Check-In") and a short description of its purpose.

  3. Add questions and fields

    Build the worksheet with the questions and input fields clients will fill in — text, scales, multiple choice and more.

  4. Assign to a client

    Send the worksheet to a client or group. It appears in their portal with a prompt to complete it.

  5. Review their responses

    When a client submits, you're notified and can read their completed worksheet — ideal prep for your next session.

  6. Reuse as a template

    A good worksheet (like a weekly check-in) can be reassigned again and again to every client.

  7. What your client sees — Client sees the worksheet in their portal

    Assigned worksheets appear on the client's Worksheets page with a clear "Complete" prompt.

  8. What your client sees — Client fills it in and submits

    The client answers each question in their portal and submits. You're notified and their responses are saved for review.

Tip: Use a recurring weekly check-in worksheet to surface wins and blockers before each session. Tip: Keep worksheets focused — 5–8 well-chosen questions beat a long form.

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