Prepare and send a form
Create or choose a form, send it to a client, and find the completed answers.
Team members with form access · 4 min read
Steps
- Open Clients, then Forms, and choose a ready-made template or create a form.
- Give it a clear name and check each question. Do not request health or medical information.
- Use the Form introduction editor to add your logo, colours, text, images or HTML. Use the question arrows or drag questions to change their order.
- Save the template. On its card in Your forms, choose Send form and select the intended client or contact.
- Review the recipient and message before sending. Each form link is personal to the recipient.
- When the form is completed, open the client’s profile to read the answers your role permits.
Check it worked
The correct client has a form request, and completed answers are available on their profile.
Common questions
I edited the template but an old form did not change
Changes apply to forms sent from now on. Previously sent forms keep the questions they were sent with.
The form link has expired
Send a new request from the client’s profile. Do not reuse another client’s link.
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