Tasks & Client Forms, Keep Every Client on Track, Without the Follow-Up Chaos.
Send intake forms before sessions. Assign action plans and tasks after. Every client's journey stays structured, on track, and in one place, so you spend less time chasing and more time actually helping.
Intake Submitted
Before the call3 Tasks Assigned
Tracked to next sessionNot a Separate CRM. Client Management Built Into the Same App You Use to Book and Get Paid.
Setav's tasks and forms feature lives inside the same app as your storefront, booking calendar, and payment system. Send a form before a session. Assign tasks after. Everything is linked to the right client and the right booking, in one place.
What Setav's Tasks & Client Forms Does
Client Intake Forms, Before Every Session
Create intake forms and send them to clients before their session. Collect the information you need, health history, goals, current challenges, preferences, so you show up prepared. No last-minute WhatsApp questions.
Post-Session Task Assignment
After a session, assign specific action items to your client directly from the Setav app. A nutrition client gets a meal tracking task. A fitness client gets their daily workout checklist. A coaching client gets a reflection exercise. Structured, clear, and trackable.
Client Action Plans
Build out a client's action plan step by step, tasks assigned over time, in sequence, based on where they are in their programme. Your clients always know what they need to do next, and you always know whether they've done it.
Organised by Client, Not Lost in a Chat
Every form, task, and action item is linked to the specific client it belongs to. Nothing gets buried in a WhatsApp thread. Open a client's profile in Setav and see their full journey, forms submitted, tasks assigned, tasks completed.
Forms Built and Sent From the App
Create your intake forms inside Setav and send them to clients directly from the app. They fill them in and their responses come back linked to their profile, no third-party form tool, no copy-paste into a spreadsheet.
Works Alongside Your Booking Calendar
Setav's tasks and forms are connected to your booking system. When a client books a session, you can send them their intake form immediately. After the session ends, assign their next tasks, all from the same platform you used to confirm the booking.
Structure Every Client Engagement in 3 Steps
No CRM. No Google Forms. No WhatsApp follow-ups. Just Setav.
Create Your Forms
Build intake forms inside the Setav app with the questions you need answered before each session. Save them once and reuse them for every new client or session type.
Send Before, Assign After
When a client books, send them their intake form directly from the app. After the session, assign their tasks and action items, visible to them and tracked in their profile.
Track Everything in One Place
Open any client's profile to see their submitted forms, assigned tasks, and completed action items. Every client's journey is documented and structured.
Built for Every Professional Who Manages Clients Between Sessions
Nutritionists & Dietitians
Send a diet intake form before the first consultation. After the session, assign a daily water intake log, a meal tracking task, and a weekly check-in form. Every client knows exactly what to do, and you can see whether they've done it before the next session.
Astrologers & Healers
Collect client details and questions through a pre-session form. After the reading, assign specific follow-up actions or reflections as structured tasks your client can refer back to anytime.
Fitness Coaches & Personal Trainers
Send a fitness assessment form before the first session. After each training call, assign the client's workout tasks for the week. Track completion and adjust the plan at the next session, without chasing clients over WhatsApp.
Creators & Influencers
Collect collaboration details, campaign requirements, or fan requests through a structured intake form. After a call or brand deal discussion, assign content deadlines, approval steps, and deliverable checklists, so every partnership stays organised without endless DMs and follow-ups.
CAs & Professional Consultants
Send a structured client questionnaire before a consultation. After the call, assign document submission tasks and next-step checklists, so the engagement stays organised and nothing is left verbal.
Freelancers & Creative Professionals
Collect a project brief through a structured intake form. Assign client review tasks and approval checkpoints, so the project workflow is clear on both sides, without email chains.
Why Not Just Use Google Forms and WhatsApp?
Because Google Forms isn't connected to your client list, your booking calendar, or your payment system. And WhatsApp buries every task in a thread where both you and your client lose track within days.
Setav's tasks and forms are built into the same platform that manages your bookings, payments, and client storefront. Every form is linked to a client. Every task is linked to a session. Nothing is disconnected, and nothing gets lost.
Professional, Not Patchwork
Sending a Google Form link over WhatsApp might work at the beginning, but it doesn't create a premium client experience. Setav gives you a structured, built-in system for client intake, action plans, and task tracking, so every interaction feels organised, seamless, and professional from day one.
Everything in One Platform
From the first booking to the final follow-up, everything happens inside one platform. No switching between form builders, calendars, payment tools, notes apps, and messaging platforms. Setav keeps your entire client workflow connected and easy to manage.
Save Hours on Every Engagement
Structured intake forms help you arrive prepared before every session. Pre-assigned tasks and automated follow-ups reduce repetitive manual work after calls. The time saved on each client compounds quickly as your business grows.
Scale Your Business Without Chaos
Managing multiple clients becomes easier when every process is standardised. Setav helps you track progress, assign next steps, and maintain consistency across every engagement, so you can grow without losing control or quality.
Loved by India's Creators, Professionals & Service Providers
Don't take our word for it, hear from the creators who run their entire business on Setav.
I used to spend the first 15 minutes of every session asking the same five questions. Now the intake form arrives the moment a client books, and I open the call already knowing their history. I'm getting through 30% more clients a week without feeling rushed.
Kavya Bhat
Clinical Dietitian · MangaluruI assign the week's workout and a daily check-in form right after the session, and I can actually see who's logging and who's slipping before we even meet again. Clients stopped ghosting because the plan is right there in their app, not buried in a WhatsApp thread.
Rohan Malhotra
Strength & Conditioning Coach · GurugramEvery reflection task and journaling prompt now lives on each client's profile, not in scattered chats. When we get to the next session, I scroll their action plan and I know exactly where they are. It feels like I finally have a real CRM, except I didn't sign up for one.
Anjali Sundaram
Life Coach · ChennaiFrequently Asked Questions
You can create client intake forms to collect information before sessions, built and sent directly inside the Setav app. No third-party form tool needed.
Yes. After a session, you can assign specific tasks and action items to a client directly from the Setav app. Tasks are visible to the client and tracked against their profile.
Yes. Clients can view their tasks and action items, keeping them accountable between sessions without needing to chase them over WhatsApp.
Yes. Create a form once and use it for every client of the same type, intake forms, post-session check-ins, or feedback forms. No rebuilding from scratch each time.
Yes. Every form and task in Setav is linked to the specific client it belongs to. Open a client's profile and see their full engagement history, forms submitted, tasks assigned, tasks completed.
No. Setav's tasks and forms feature, combined with your booking calendar and storefront, handles the core of your client management, without a separate CRM subscription.
Structure Your Client Relationships. Stop Managing Them Over WhatsApp.
Send forms, assign tasks, and keep every client journey documented, all from one app.
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