Support Assessments
How do I fill out assessments for my clients?

How do I fill out assessments for my clients?

Posted by Support Team on September 10, 2020 — Updated on June 13, 2024

Within our Assessment Software, you have the ability to fill out assessments for your clients.

Starting from the “Clients” tab of your Dashboard, follow the step-by-step guide below.

Step-by-Step Guide:

Step 1: Hover over the gear icon and click “Assessments” for the client you want to fill out the assessment for.


Step 2: Click the “Complete Assessment For Client” link.

Step 3: Select the correct assessment.

Click the “down arrow” to reveal the options from the drop-down then select the desired assessment.

Step 4: Fill out the assessment and submit.

Now that you know how to fill out assessments for your clients, you can easily keep their assessments up to date!

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