How do I send the online client intake 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.
- Click "Add" to add the client to the system.
You will now have two options:
You can choose whether you would like eState Planner to send a link directly to the client From eState Planner or Generate a link to the questionnaire which you can send directly to your client.
1. From our system:
If you would like eState Planner to send the email click "From eState Planner". The client will receive an email from "assistant.e-stateplanner.com" automatically. Sometimes the invitation can be caught by the client's spam or junk folder so if they cannot find it in their inbox, have them check there.
2. From your email
If you would like to generate a link and draft your own email, click "From my own email". Then click "Copy Link". You can now paste this link into your personal email which can be customized to send to your client*.
*This is a one-time-use link that will be used to create your client's login password. This link should not be sent to anyone but your client.