How do I assign a form?

Learn how to assign standard, starter, or check-in forms to your clients

Follow the steps below to assign a standard, starter, or check-in form to your client:

  • Navigate to Clients and select the client who you want to assign the form to.

  • Select the Forms tab

  • Click the Assign button

  • In the window that opens you can select the form to assign

  • Click Confirm

  • The form will appear in the clients form list and the client will receive a notification.

āœ… You have successfully assigned a form for your client, you can assign as many forms as you need.

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