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Video Tutorial - Forms and submissions
Video Tutorial - Forms and submissions

In this video we cover volunteer registration and client referral forms and submissions.

Ash avatar
Written by Ash
Updated over 8 months ago

Video One:

  • Forms, what are they and what are they used for?

  • Client referral forms vs volunteer registration forms

  • How to create a form

  • Adding questions and fields to your form

  • Adding an image or logo to your form

  • How to have users agree to terms, conditions and policies

  • Creating a process and stages

  • Notifications for form submissions

Video Two

  • Managing submissions

  • Updating the stages in the process

  • Onboarding a volunteer or client

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