How do I set up Assessments to automatically send to Clients after a specific number of weeks?

Here’s how to set up Assessments to automatically send to Clients after a specific number of weeks, starting from the Account tab of your Dashboard.  Step-by-step instructions are below.

1. In the Account tab, click on the “Assessments” option in the left sidebar.

Go to “Assessments” tab to set up Assessments to automatically send to Clients after a specific number of weeks.

2. Create a new assessment or select an existing one.

In the Assessments tab, select an existing assessment or create a new one, then click “Edit” in the Actions column.

3. On the “Details” tab, select when to automatically assign the assessment to your clients.

From the “Assign this assessment to clients and notify them after they have been a client for” drop-down menu, select the appropriate time frame.

4. Click “Save Assessment.”

Click the “Save Assessment” to save your changes.

Now that you know how to automatically send assessments to clients, you can help them say on track automatically!