Here’s how to set up an assessment to create a new client account for each person who completes the assessment, starting from the Account tab on your Dashboard. Step-by-step instructions are below.
Step-by-Step Guide:
Step 1: Click the “Account” tab on your Dashboard.
Step 2: Click to edit an existing assessment or create a new one.
To edit an existing assessment, click the gear icon next the assessment you would like to edit. To create a new one, click the “Add New Assessment” button.
Step 3: On the “Details” tab, scroll down and check the box marked “Check to enable (non-billed) client account creation upon completion.”
Step 4: Click “Save Assessment” to save your changes.
Now that you know how to set up a lead generation assessment to create a new client for each submission, you will be able to make sure you are catering your services to each client’s individual needs!