Forms
Build and send custom intake forms to collect client info.
By Agatha1 author4 articles
- How to assign formsAssign application, onboarding, and check-in forms so leads and clients can submit info directly in Superset
- How to preview a form before you send itSee exactly what your client will see, and catch problems before the form goes out
- How to edit formsCustomize Superset forms by editing default questions, adding new question types, and updating your intro screen text
- How to track and follow up on missed check-insSee which clients missed their check-ins each week and nudge or remove them from your inbox or the Missed check-ins report