You assign different forms in different areas: Leads for the application form, and the client profile for onboarding forms and check-ins.
Follow these steps
Assign an application form (for leads):
Open Superset → Leads.
Click Share link (top right).
Copy and share your link; new leads will fill out your application form from this link.
Assign an onboarding form (for a new client):
Open Superset → Clients.
Select a client.
Scroll to Forms.
Click Add onboarding form.
Save to assign — the client’s results will stay saved in that client’s Forms section.
Create and assign a check-in (recurring or one-time):
Open Superset → Clients → select a client.
Scroll to Check-ins.
Click Create new.
Choose Recurring or One-time.
Choose the day your client can reply.
Set the cadence (ex: Weekly or Biweekly / every 2 weeks).
Add internal notes (for you).
Select the questions your client will receive.
Save to assign.
Notes & best practices
The application form is shared via your Leads → Share link.
Onboarding form results remain visible in the client profile under Forms.
Check-ins only appear to the client on the day they’re due.
All check-in answers stay accessible in the client profile under Check-ins.
Use recurring check-ins for weekly tracking and one-time check-ins for milestones or intake follow-ups.
FAQ
Where do I share my application form?
Where do I share my application form?
From Leads → Share link (top right).
Will onboarding form answers stay saved?
Will onboarding form answers stay saved?
Yes, onboarding results remain in the client profile under Forms.
When can clients see a check-in form?
When can clients see a check-in form?
Only on the day it’s due. After they submit it, you can review answers anytime under Check-ins.
What’s the difference between recurring and one-time check-ins?
What’s the difference between recurring and one-time check-ins?
Recurring repeats on your selected cadence (weekly or every 2 weeks). One-time is a single check-in sent on the scheduled day.