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.
Step 1: From the Account tab on your Dashboard, click the “Assessments” tab in the left side menu.
Step 2: Click to create a new Assessment or edit an existing one.
To create a new assessment, click the “Add New Assessment” button. To edit an existing assessment, click the gear icon next to the assessment’s name.
Step 3: On the “Details” tab, select when to automatically assign the assessment to your clients.
Scroll to the bottom of the “Details” tab. Under the header titled “Automatically Assign to Clients,” select the appropriate time frame from the drop down menu.
Step 4: 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!