Resend the questionnaire from dashboard
Did you know that you can now resend the client intake questionnaire once you are in Dashboard mode?
Perhaps you opened the matter straight into dashboard, or perhaps you only gave the client some of the questions initially. It doesn't matter what the reason is, you can now resend it, and you can still choose which parts to send.
This means that you could send the bare basics to the client initially, for instance Personal details, Relationship, and Children. You can have an initial chat with them and then launch into dashboard and send them the next lot of questions.
As always, you can still send the client portal separately. If you want instructions on how to do that then click here.
Would you like to book in a demonstration? I would love to help our existing users to understand how the product meets their needs, and I would love to help any potential new users with any questions that they might have.