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Questions

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What is the Clinic Toolkit?

How to subscribe to the New Starter Toolkit?

Do you have demo tutorials to watch?

Can I use my own business logo?

Can I update my email address within the toolkit?

How to access the Clinic Toolkit?

What are the requirements to access the Clinic Toolkit?

Is the Clinic Toolkit included when I enroll in any of your courses?

Can I access the Clinic Toolkit if I haven't completed my certification(s) yet?

Differences Between Forms, Trackers, Session Handouts and Custom Forms

General Functionality

What are Public Pages?

How to have both advisor and client accounts?

Can I translate the client materials in other languages?

How to delete clients in the Clinic Toolkit?

Can I print the forms submitted by my client?

Can I add my own template/form?

How do I search for forms?

Will my client get notified if I assign a form/s?

How will I know if my client completed their forms?

How to submit a form?

Support

Who should I contact if I need assistance or report an issue?

Billing

What are the fees?

How can I upgrade a plan?

How to cancel a toolkit subscription?

Can I edit the forms inside the toolkit?

Activating Dark Mode: A Quick Guide

How to configure the Custom Domain