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Duration of Module 4: 7 Minutes
Progress in Training Program: 4/8 Modules Complete
This module is focused on using forms to enhance your productivity and the client experience. At the end of the module, you will understand how to create forms for common use cases and will be able to automate pieces of your workflow using forms.
In this module you'll learn
How to create and use forms including:
First, let's explore how to create and send forms in the Profi platform so you can intake new clients, evaluate existing clients, & check client progress.
Now that you know how to create and send forms, let's go over how to automate your workflow using forms. We will dig into common use cases here.
What's Next?
