How do I send the client the online questionnaire?
- Navigate to the "Clients" tab from the right hand panel.
- Click the "+Add" button.
- Enter the client's first name, last name and email and check the "Use questionnaire" box.
- Choose whether you would like eState Planner to send a link directly to the client (Send Email) or if you would like to generate a link, copy it and then send that link to the client by email yourself (Generate Link).
- Click "Add" to add the client to the system and send the email.
The client will then receive an email with a link to the online questionnaire. To ensure their information stays secure, and to allow them to complete the questionnaire in more than one sitting, they will be required to create a password.