Integrations
The Integrations feature empowers you to streamline your workflow and enhance client communication. Effortlessly share specific forms directly with clients or embed them seamlessly into your website. This convenient solution saves time and ensures clients receive the precise information or questionnaires needed.
Benefits for you as a professional: You can integrate the toolkit into any software using an intelligent link for increased efficiency, streamlining processes, and eliminating manual data entry, leading to improved customer satisfaction.
Benefits for your clients: Your clients can quickly access relevant information and resources, improving their overall experience. Seamless integration can simplify complex processes, making it easier for clients to manage their interactions with professionals.
Step 1: Search for a Form
Begin by searching for the form you want to share.
In the search bar, type at least three characters of the form's title.
A list of matching forms will appear.
Step 2: Select the Form
Choose the desired form from the search results
A unique link will be generated
Share this link via email, text message or any preferred communication platform
Step 3: Share the Link
Copy the link and share it directly with your client through email, text, or any communication platform you use. Clients can now access the form directly via the link, making it easy for them to respond without additional steps.
You can also integrate your Clinic Toolkit forms and assessments with any platform – email, websites, or third-party solutions.
