Improve the client experience, and enhance operational efficiency. By gathering specific information upfront, businesses can personalize services, tailor their approach, and ensure a smoother onboarding process. This also allows for better management of client relationships and sets clear expectations from the beginning.
How to customize the client form
Go to the navigation menu and click on Clients > Forms
Click on profile client edit button
Set who can see, edit the field or whether it is Required.
