Forms

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• Can I assign forms to specific individuals or groups of contacts?
• Can I create form categories on my Console website?
• Can I create two Discovery forms (or of other type), one for older clients and one for newer clients, in a way that each of these clients see their appropriate version of the form?
• Can I download the clients' answers to forms and export them in Excel?
• Can I duplicate a form instead of recreating it manually?
• Can I edit the standard forms?
• Can I have a standard form, specifically the pre-call questionnaire that can be different for different clients?
• Can I insert images in forms?
• Does the system archive old form answers from my clients?
• How can I change a form (have a newer version of it) and still keep the answers the clients gave to the previous version?
• How can I create and email forms to my clients without them having to access the private client area?
• How do I get my new form to appear on my website?
• How do I make sure that only the people in the group access specific forms and not all of my clients?
• How To Organize your Forms into Categories
• How will I know if my clients have completed their forms?
• I have other forms in addition to the ones that are provided in The Coaches Console. Can I add in additional forms and customize them?
• I haven't been receiving notifications about clients filling out forms. Why would that be?
• I see there is a form in my list of forms, but it is not displaying on my website for my clients. What do I need to do so my clients can see/access this form?
• I'm trying to edit my Client Profile form, but it seems the system does not let me do that from the Forms menu.
• I've added and eliminated questions in my Discovery Form. I changed the link for "Discovery" to now point to the new form so that new clients see it. Problem: existing clients now see only the new form, not the one with their previous answers.
• If I am a new coach, do I have to create my own forms?
• Is there a printer friendly button for the forms on the coach end?
• Is there a way for my clients to print their forms with the answers included?
• Is there a way in The Coaches Console to help me, as well as my clients know how we are doing in the coaching process?
• Is there a way to ONLY have notifications for certain packages? I only want notifications for my premium clients that I have one-on-one with, not those that have home study courses without interacting with me.
• My clients are saying they do not have a "blank" version of the Call Strategy for new appointments. Why is that?
• The Call Strategy forms are all "wrong" and not editable. I don't know why, as it works in some other client’s login sessions.
• The form I created is not showing on my website, how do I do this?
• The name of your "call strategy" form type does not really work for my practice as all my coaching is conducted face-to-face. Is there any way we can have the capability to rename these types?
• What are the differences between the Goals, Discovery, Evaluation, Call Strategy and Custom forms? Where do they appear in the system and what is unique about each of them?