Client Forms
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: Go to Setup > Setup Client Forms Select the Save Options tab Enable the checkbox for Reset the Client Form after each submission ...
Are my client form answers logged anywhere?
This feature is only available for client forms completed after July 29th, 2024. When a client completes the client form, their responses to questions, checkboxes and/or terms and conditions will be logged on the Client Card > Communications tab. The ...
How to enable Terms and Conditions?
Terms and Conditions can be added to your client-facing Client Form. Additionally, the setup allows your business to require clients to acknowledge the terms and conditions with a checkbox and electronic signature. Adding your Terms and Conditions: ...