Articles on: Coaches

How to create an onboarding form

How to create an onboarding form

To create and send onboarding forms, follow the steps below:

Login to Superset and view your client dashboard.
Click on your client’s profile and scroll to the “Forms” section.
Click “Add onboarding form” and select which questions you’d like to include in your client onboarding form.
Select “Preview” to view the form as a client and “Create” to save it.
If the client has already redeemed their invite, they will see that you've assigned an onboarding form inside of their client hub. If the client has not redeemed their invite, this form is automatically added to the same invite link you shared with them earlier.

Note: Your onboarding form question set can be fully customized in your form library.

Need help or running into problems? Contact us here.

Updated on: 12/01/2024

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