Is there a way to schedule forms?

Modified on Wed, 29 Jan at 4:57 PM

Yes! Forms can be scheduled out in programs and client schedules. Just go to the plus button on the specific day that you want the forms to be prompted and then select 'Add Forms' to have your form added directly to that day. 

It is important to note that you cannot create or modify a form here, this is just to add an already created form to your client's schedule.

Now, remember that your client will be prompted to complete everything in the form before they will be able to re-access their dashboard.


Note: If you want to remove a form that has been prompted already, removing it from the schedule won't remove it from their side. You will have to go to their 'Metrics' section > Pending > Trash icon. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article