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How to assign a questionnaire form πŸ“ƒ
How to assign a questionnaire form πŸ“ƒ
Abdul avatar
Written by Abdul
Updated over 3 months ago

In this article, we'll go over how you can assign a questionnaire form to a client

  1. Open a client profile and click 'Add Questionnaire' from the overview tab

  2. Select a questionnaire to assign and click on 'Add Questionnaire'

    • You can assign multiple questionnaires at the same time

    • Assigned questionnaires sync with your library; updates to the library questionnaire will apply to all clients.

  3. Questionnaires will appear in the 'Client Info' section in the overview tab

    • Submitted questionnaires will have a checkmark; you can view or delete responses.

    • Unsubmitted questionnaires can still be unassigned.

  4. You'll be notified of all submitted questionnaires

    That's it πŸŽ‰

    If you have any questions or need help you can use the live chat on the website or send us a message on Instagram @hubfit.io

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