Can my client form questions & checkboxes reset after each submission?

Can my client form questions & checkboxes reset after each submission?

Yes! The Client Form questions & checkboxes can reset after each submission.  To enable that setting, follow these steps:

  1. Go to Setup > Setup Client Forms
  2. Select the Save Options tab
  3. Enable the checkbox for Reset the Client Form after each submission
  4. Click Save

Only the questions and checkboxes will reset, the client card profile information such as name, phone, email, etc. will not reset.