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Manually share a link to a form with a specific client

Created: Jan. 15, 2024, 9:03 p.m. Last updated Jan. 15, 2024, 9:03 p.m.

Manually share a link to a form with a specific client

Each client has a unique form link, which links their form submission to their profile. You must share the correct link for a form to be correctly linked to a client's profile. **Note**: The links shared in your notifications will automatically have the correct URL

To get the correct form link for a specific client:

From the client's profile page: * Click on client info -> forms * Click share a form * Choose the form that you would like to share with your client.

Manually share a link to a form

This will open a dialog with various options for sharing the form with your client.

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