Player Forms give your club a consistent way to collect player goals and track progress over the course of a season. Most clubs set these up at the beginning of the season, then use the same structure again for mid-season and end-of-season check-ins.
This article walks through how to create a Season Goals & Progress form from an admin perspective, including how to build the criteria players and coaches will fill out.
What you’ll find in this article
Where to find Player Forms
How to create a Season Goals & Progress form
How to add Ratings and Free Form Questions
How to add individual criteria or questions inside each group
Tips for effective dating and assignments
Where to find Player Forms
In the left navigation, go to Players.
Click Forms.
By default, you’ll see Active player forms.
Use filters to find all forms
On the Forms page, you can use the multi-select filter to include:
Inactive: forms that are outside the effective date window
Incomplete: forms that have been created but do not have any criteria added yet
Quick actions from the form list
Each form also has a 3 dot menu that can:
Take you directly to a tab on that form (Criteria, Settings, Submissions)
Provide additional actions like Duplicate or Delete
Step 1: Create a Season Goals & Progress form
On the Forms page, click + Add Player Form.
Select Season Goals & Progress.
This option is used for in-season evaluations (early season, mid-season, end of season).
Forms can support coach feedback, player self-evaluations, or both.
When prompted to select a starter template, choose New (build from scratch).
Step 2: Fill out the form settings
After selecting New, you’ll complete the “Create New Player Form” details.
Form details
Name (required): The name staff will recognize.
Internal Name (required): For administrative use only.
Who is completing this form? (required):
Players and Coaches, or
Coaches Only
Effective dating
Start Date and End Date (required): This controls the window when the form is available to be completed.
Tip: If a form is outside this window, it will show as Inactive in the list when you include the Inactive filter.
Assignments
Program (required)
Teams (required)
This determines who the form applies to.
Documents (optional)
Enable Document Upload: Turn this on if you want the form to accept uploaded files as part of submissions.
Click Save.
After saving, you’ll land on the form with an empty Criteria tab. That is where you build the content of the form.
Step 3: Add criteria groups to your form
Criteria Groups organize your form into sections. To add one:
Open the form’s Criteria tab.
Click + Add Criteria Group.
Choose the group type you want to create:
Ratings
Free Form Questions
You can add multiple groups to a single form.
Option A: Ratings criteria groups
Ratings provide a structured way to evaluate and track progress across skills and attributes. Staff use a simple slider (web and mobile) to assign a numeric or text-based value that reflects a player’s current ability or development in a specific area.
Create the Ratings group
When you create a Ratings criteria group, you will set:
Criteria Group Name (required)
Scoring Type (required)
Numeric (shown as a slider in web and mobile)
Non-numeric options are also supported
Scoring Range (required)
A numeric range (for example 1 to 5), or
A predefined text range (for example Needs Work, Good, Excels), or
A custom range
Assign to (required)
Player Only, or
Staff & Players/Parents
Description (optional): Add instructions for how to score the group.
Include a field for overall comments (optional): Adds a single comment field at the end of the group.
Click Save.
Add individual criteria inside the Ratings group
After saving the Ratings group, you will add what you want to rate.
Open the Ratings criteria group.
Click + Add Criterion.
Choose one of the following:
Select from a predefined list of criteria, or
Create a custom criterion
Repeat this step until the group includes all of the items you want coaches or players to rate.
Option B: Free Form Question groups
Free Form Questions are best when you want personalized responses. Questions can be configured as:
A large text area for longer answers, or
A list with small text or large text area responses
Create the Free Form Questions group
To create the group, you only need a Criteria Group Name to get started. Click Save.
Add questions inside the Free Form Questions group
After saving the group:
Open the Free Form Questions group.
Click + Add Question.
Add your question and choose the response format.
Repeat until the group includes all questions you want included on the form.
Tips for goal-setting forms
Use a mix of Ratings and Free Form Questions.
Ratings help you compare progress over time.
Free form questions capture context and motivation.
Keep the first version simple. You can duplicate and iterate later using the 3 dot menu.
Be intentional with effective dates. If the form is outside the date window, players and coaches may not be able to complete it when you expect.
If you want both self-evaluations and coach evaluations, select Players and Coaches during setup so both audiences can complete the form.
If you run into issues
You can’t find your form: Use the filter to include Inactive and Incomplete.
The form exists but has nothing to fill out: Add at least one Criteria Group, then add criteria or questions inside it.
A form is not available to the right teams: Double-check the Program and Teams assignments in the form settings.
FAQs
Where do I find Player Forms?
Go to Players, then click Forms.
Why can’t I find my form in the list?
Use the filter to include Inactive and Incomplete.
Why is my form empty when I open it?
Add at least one Criteria Group, then add criteria or questions inside it.
Why are the wrong teams seeing the form?
Double-check the Program and Teams assignments in the form settings.