Onboarding flow - more forms than just two
under review
Marie Neuhaus
Please allow more forms to be included in the Onboarding Flow. I'd like to include my waivers (as one form), Welcome Form, Medical History/PAR-Q & Pelvic Floor Health form. Thank you!
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Angela Rose
Yes, really need to be able to add 3 forms during the onboarding!
Fit Marek
Angela Rose I agree 100% — honestly, even more than that. I don’t want my clients filling out a bunch of forms during onboarding and then more again after they finish the process.
Unfortunately, I noticed this was marked as “under review” almost a year ago.
Angela Rose
Fit Marek oh phooey... didn't realize it was so old!
Suzy
Merged in a post:
Add more forms
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Jonathan Mastin
Add more forms in the onboarding flow. We only get two forms; we should be able to add the waiver, privacy, and contract as well to get all the legal paperwork out of the way before starting.
Suzy
marked this post as
under review
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Dave McClean
Exactly, should be able to add as many forms as we want... just makes it easier and more streamlined.
Suzy
Merged in a post:
initial onboarding flow - assign some tasks as well
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Joey Emont
I’d like to have each of my clients that sign up read some articles or get assigned to watch some videos I have. And since I assign them to everyone it would be nice to have it automatically be set up through an onboarding flow. Also I’d like to assign more than just two forms. ;)
Suzy
Joey Emont You can make use of the Autoflow task and include it in the onboarding flow. Here's the article that you can refer to.
Desiree Cuellar
Suzy automation (without upgrading the pay plan) is only for new clients only, not established
Ikigai Fitness
Yes to this!
Robert Lapusneanu
Not sure why they only let 2 forms… this is needed ASAP
Artur Hryszko
More Autoflow in Onboarding flow is needed too. One with settings on and one with settings turn-off.