Add Client Questionnaires
- Create & save any questionnaires in PocketSuite
- Intake forms, surveys, new client questionnaires and more
- Aimed at collecting important client information upfront
Send & Manage
- Send clients any questionnaire you create
- Manage status of each – have they been filled out? Do you need to follow up?
Clients Can Fill Out On-the-Go
Get Notified of Responses In Real-Time
Integrate Questionnaires to your Website
- Tap SEND INSTRUCTIONS on any questionnaire you have created
- You’ll be able to add a simple line of code to your website to allow clients to fill out questionnaires directly from your website
- No need for YOU to send a client a thing