Building an Intake Process
Assigning Consent Forms to a Program
Last Updated: October 14, 2026Assigning Consent Forms to a Program 1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Scroll down and find the form you wish to assign 4. Click "Form Settings" 5. Click "Program" and use...
Activating Consent Forms
Last Updated: October 14, 2026Activating Consent Forms 1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Find the Consent Form you wish to activate 4. Click "Form Settings" 5. Scroll down until you find the "Active" checbox, click...
Creating Consent Forms
Last Updated: October 14, 2026Creating Consent Forms 1. On the left-side menu, click "Program Management" 2. Click "Forms" on the sub-menu 3. Click "Consent Form" 4. Click "+ Add Consent Form" 5. Click "Build a custom consent form for clients" 6. Enter the "Consent...
Creating a Client Registration Form (no parents)
Last Updated: October 14, 2026Creating a Client Registration Form (no parents) 1. Click "Program Management" on the left-side menu 2. Click "Forms" on the sub-menu 3. Enter the "Form Title" 4. Enter a "Description" 5. Add additional information to show after the form photo...
Creating Custom Fields from Scratch
Last Updated: October 14, 2026Customizing System Fields 1. On the left-side menu , click "Program Management" 2. Click "Client Mgmnt" on the left-side menu 3. Click "Custom Fields" on the tp sub-menu 4. Select a tab. Choose a tab and label; this is where...
Creating a Parent Registration Form
Last Updated: October 14, 2026Creating a Parent Registration Form 1. On the left – side menu, click on “Program Management” 2. Click “Forms” on the left-side menu 3. Click “New Form” 4. Enter a “Form Title” 5. Enter a “Description” 6. Add additional information...
