Client Surveys

Transcript:

In this video, I am going to explain client surveys. For a client to take a survey, you should first create a Custom Question Template and mark it as a Client Survey in the View Under section. Assign that template to the correct service location.

When a contact logs in on their end, there is a Surveys tab. Select the service location you want to do a survey for. Once all the required questions have been answered, click Submit.