Sending the Questionnaire

How do I send the client the online questionnaire? 

1. Navigate to the "Clients" tab from the right hand panel.
2. Click the "+Add" button.
3. Enter the client's first name, last name and email and check the "Use questionnaire" box.
4. 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).
5. 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.