How do I search for forms?

The Clinic Toolkit includes pre-set forms and trackers from your completed trainings that you have learned and are familiar with.

Follow these steps to get started:

Go to ‘Clients’ → Click on ‘Assign Forms’
Type the form that you are looking for in the ‘Search’ area
You may also use the Filter feature by Type (forms, tracker, session handouts, etc) or Competency name (Weight Loss, Detox, Gut, etc)

Need more help? Live Chat with the team or use the Help feature in the right-hand bottom corner.

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