How do I send an email based on assessment questions? Here’s how to send an email based on assessment questions, starting from the “Account” tab of your Dashboard. Step-by-step instructions...
How do I schedule assessments from a sequence on specific days? Here’s how to schedule assessments from a sequence on specific days, starting from the “Clients” tab of your Dashboard. Step-by-step...
How do I add an assessment to a calendar? Within our Assessment Software, you have the ability to add an assessment to a calendar. Starting from the “Clients” tab...
How do I assign assessments to multiple clients at once? Here’s how to assign assessments to multiple clients at once, starting from the “Clients” tab of your Dashboard. Step-by-step instructions...
How do I remove assigned assessments? Here’s how to remove assigned assessments, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step...