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Lesson 14 of 22·Coming soon

Card Ordering

Arrange cards in sequence

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Features covered: 5.14

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1
Configuring PAR-Q Questions
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Question Types
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Question Ordering
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Required vs Optional Questions
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5
Profile Field Mapping
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6
Assigning Consultations to Clients
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Completing Your Consultation
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8
Signature Capture (Drawing)
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Signature Capture (Typing)
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10
Document Signatures
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11
Tracking Consultation Status
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12
Creating Custom Cards
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13
Custom Card Field Types
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14
Card Ordering
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15
Field Sync to Profile
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16
AI Training Package Recommendations
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17
AI Training Focus Recommendations
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18
Understanding AI Reasoning
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Draft Mode Review
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20
Enable/Disable Consultations
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Signature Requirements
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