How to Send a Questionnaire to a Client

Sending a Questionnaire to a Client

To send a questionnaire to a client, please do the following:

1. Navigate to the client's profile either from All Clients or My Clients
2. Navigate to the Questionnaires card
   
   
   
   
3. Click on the paper airplane icon to open the Send Questionnaire Package window
   
   
   
   
4. Select if you would like to send the client a new or in progress questionnaire as well as verify their contact details.
   
   
   
   1. Here you can select any questionnaires that have been started on the client's profile (will be viewable within their questionnaire card)
   2. Here you can select from a dropdown a new blank questionnaire to send to the client
      • Nothing in the dropdown? You might need to create a questionnaire, see here for more information on how to do this
   3. Questionnaires added to the package through the Add In-Progress Questionnaire or Attach New Questionnaire dropdowns will be shown here
      • In progress questionnaires will also include the day they were last updated
   4. The email where the questionnaire can be sent to
   5. The mobile number the questionnaire notification can be sent to
   6. Here a preview of the selected questionnaire will be shown
   7. Click here to close the window
   8. Click Send Questionnaire Package once you are happy with the selections

The client will now receive a notification with a link to the questionnaire package and a specific code to access it. Questionnaire's will be grouped together when sent as a package.

Resending A Questionnaire to a Client

To resend a questionnaire to a client, please do the following:

1. Navigate to the client's profile either from All Clients or My Clients
2. Navigate to the Questionnaires card
   
   
3. Click on the expand icon
   
   
4. Select Resend from the Actions column
   
   
   
   
   • The notification will be resent to the same email and phone number that was originally selected. If you need to update the email/phone number you will need to send a new package as outlined here.

Questionnaire Statuses

Questionnaires will have one of the following statuses depending on how it has been actioned:

• Outstanding: The questionnaire has been sent to the client but not worked on (nothing has been saved)
• In Progress: A user has saved some results in the questionnaire but not clicked Complete Questionnaire
• Completed: A user has clicked Complete Questionnaire