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FAQ's

Where can I find a list of form templates that are available as a webform or to view in the Client Portal?
Yes, there is an easy to find and edit list of all your available Form Templates, and whether they are accessible as a webform, or in the Client Portal (if ...
Fri, 31 Jan, 2025 at 1:12 PM
How do I create a new Purchase for a specific contact?
You can add new Purchases to a client in both the Web Portal and the App. In the Web Portal go to CRM > All Contacts > edit arrow for the contact ...
Wed, 19 Feb, 2025 at 12:19 PM