Frequently Asked Questions

The builder supports 16 field types: text, long text (textarea), number, date, time, dropdown select, Likert scales, checklists, tables, graded exposure hierarchies with gradient bars, multi-entry clinical records, computed fields (e.g. automatic belief change percentages), interactive formulation diagrams, decision trees, and safety plan layouts.

From any worksheet in the library, you can create a personal copy that becomes one of your custom worksheets. You can then edit the fields, instructions, sections, and scoring to suit your clinical approach — without affecting the original.

Yes. The AI import feature lets you paste a text description of a worksheet (or the content of an existing paper form) and generates a structured digital version. This is useful for digitising tools you already use in practice.

The library worksheets are based on established CBT models and clinical frameworks. They're designed by practitioners and reviewed before publication. Community-submitted worksheets go through an editorial review process before being added to the public library.

Click "Assign homework" from the dashboard, command palette, or client detail page. You can assign worksheets, resources, or apply homework plans (pre-built bundles). Choose a client, pick the content, set a due date and link expiry, and share the generated link via your usual communication channel.

Yes. When assigning homework, you can fill in specific fields in advance — for example, populating a situation or setting up an initial anxiety hierarchy. The client sees these pre-filled values and completes the rest.

You can see assignment status on your dashboard (pending, in progress, completed, overdue). You can also withdraw an assignment if it's no longer relevant. Automated reminder emails are on our roadmap but not yet available.

Yes. The dashboard shows whether an assignment is still pending or has been started (in progress). You'll see the status update as the client interacts with the worksheet.

Yes. Worksheets are fully responsive and designed to work well on phones. Input fields use 16px minimum font size to prevent auto-zoom on iOS Safari, and the layout adapts to narrow screens.

Instead of storing a client's full name, Formulate requires you to use a pseudonymous label — typically initials, a code, or a reference number (e.g. "JD", "Client-7"). The system actively validates your input and warns if it detects patterns that look like real names, email addresses, phone numbers, NHS numbers, or postcodes.

Yes. Every client relationship generates a secure portal link. Through this portal, clients can view all their submitted responses and request deletion of individual responses or all their data — in line with GDPR Article 17 (right to erasure).

The client data portal is a secure page accessible via a unique 16-character token. It gives clients direct access to their submitted worksheet responses without needing to contact the therapist. From there, they can review their data or request deletion.

When data is deleted, it's soft-deleted immediately (hidden from all users) and permanently purged after 90 days. This retention period allows for accidental deletion recovery while ensuring data doesn't persist indefinitely. The purge runs automatically and is logged in an append-only audit trail.

Yes. Before any text is sent to the AI for worksheet generation, it's run through a PII stripping process that detects and replaces email addresses, phone numbers, NHS numbers, National Insurance numbers, UK postcodes, dates of birth, and common names with bracketed placeholders like [EMAIL] or [NAME].

Yes. Formulate is designed with GDPR compliance built in. All data is encrypted at rest (AES-256) and in transit (TLS). Client data is protected by row-level security in the database, and clients are identified by pseudonymous labels rather than real names. Every client has access to a secure data portal where they can view their data and request deletion (Article 17). Personal information is automatically stripped before any AI processing, and deleted data is permanently purged after a 90-day retention window. Our database is hosted in the UK (AWS eu-west-2).

Yes. You can cancel your subscription from the Settings page at any time. You'll retain access to your paid features until the end of your current billing period. Your data is preserved — you can resubscribe later without losing anything.

Your data is never deleted when you downgrade. Custom worksheets and client records remain in your account. If you exceed the limits of your new tier (e.g. more clients than allowed), you'll be able to view existing data but may not be able to create new assignments until you're within the limits.

We occasionally offer promotional codes. If you're a trainee or student, get in touch — we're happy to discuss options. You can also use the free tier, which includes 10 worksheet uses per month.

Payments are processed securely through Stripe. We accept all major credit and debit cards. Prices are in GBP.

Yes. The interactive HTML export is a self-contained file that saves progress to your browser's local storage. You can email it to a client or use it on a device without internet access. The fillable PDF also works offline in any PDF reader.

You can share any exported worksheet (PDF or HTML) directly. If you're on a plan with supervision features, your supervisees can view your assigned worksheets and client responses through the supervision portal.

On the free tier, exported PDFs include a Formulate watermark. On paid tiers, PDFs have only a minimal Formulate logo mark — discreet and professional.

On Practice and Specialist plans, you can add supervisees to your account. Supervisors can view their supervisees' caseloads, assigned worksheets, and completed responses — useful for clinical oversight and training.

Yes. Contributors can submit worksheets for review through the content submission system. Approved worksheets are added to the public library and credited to the contributor.

Yes. Logged-in users can submit feature requests and vote on existing ones. The most requested features help shape the development roadmap.