Client intake

Instructions

Do you want an easier, kinder, less robotic
client intake?

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Let us help you get started.

Below we have a set of instructions to get you started with your Client Intake Questionnaire. 

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Instructions

Have a read of the options and click on the link that will help you to get started.

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Sending

Send the online client intake questionnaire without any changes.

Blog

Changing

Reducing the number of sections you want to use, and then sending to the client

Blog
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Client portal

You can send this part

of the client intake 

process later, seperately
to the questionnaire.

Instructions

Your client

Step by step instructions
that you can
send to your client

Client
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