To share forms with a client, you will first need to:

1. Navigate to https://agentic-ps.playspace.health/dashboard/home

2. Navigate to Forms in the left menu

3. Select the three dots beside the form you wish to share and click "Send to Client":

4. Select the Client you wish to share your form with and click "Send Email" which will email the form to your client:

5. Once you have sent your form, you can select 'Submissions' next to 'Templates' to see the status of your sent forms. By viewing your submissions, you can see when clients open and complete their assigned forms.

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Bonus Tip: If you have any questions during this process, select 'Ask Zoe' at the bottom middle of your screen for assistance from our Customer Success team.

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