Book a personalized demo with our teamSchedule→
Lesson 4 of 22·Coming soon

Required vs Optional Questions

Set question requirements

TrainerAdmin
Video Coming SoonWe're working on this tutorial

Tutorial Coming Soon

We're working on this tutorial. Check back soon!

Features covered: 5.4

Was this helpful?

Need more help?

Back to Consultations

Consultations

0 of 22 completed
1
Configuring PAR-Q Questions
Coming soon
2
Question Types
Coming soon
3
Question Ordering
Coming soon
4
Required vs Optional Questions
Coming soon
5
Profile Field Mapping
Coming soon
6
Assigning Consultations to Clients
Coming soon
7
Completing Your Consultation
Coming soon
8
Signature Capture (Drawing)
Coming soon
9
Signature Capture (Typing)
Coming soon
10
Document Signatures
Coming soon
11
Tracking Consultation Status
Coming soon
12
Creating Custom Cards
Coming soon
13
Custom Card Field Types
Coming soon
14
Card Ordering
Coming soon
15
Field Sync to Profile
Coming soon
16
AI Training Package Recommendations
Coming soon
17
AI Training Focus Recommendations
Coming soon
18
Understanding AI Reasoning
Coming soon
19
Draft Mode Review
Coming soon
20
Enable/Disable Consultations
Coming soon
21
Signature Requirements
Coming soon
22
Preview/Demo with Passcode
Coming soon