8-oda Step 4

Unga intake form-a share pannunga

Clients avanga pet-oda details-um requests-um fill panna, unga intake form-a share pannunga. Appathaan athu intake-ku pogum.

Steps

1. Open intake. "Share with clients"-ku keezha "Other links"-nnu tap panni, appuram "Intake form" pakkathula irukkara "Share" click pannunga.
2. "Send on WhatsApp"-nnu tap panni client-a pick pannunga. Illannaa "Copy link" tap panni enga venumnaalum paste pannikkoonga.
3. Clients ennellaam get pannuvaanganu paakkarathukku first unga own WhatsApp-kku anuppunga.

Ithu work aagalanaa

• "Share with clients"-ngaratha neenga paakka maatteenga. Mudhalla, intake page-a open pannunga. Intake-oda top-la, "Requests" tap pannunga. Appa thirumba oru thadava paarunga.
• Client form anuppunaru, aanaa ungalaala athai kandupidikka mudiyala: Intake-a open panni "Requests" tap pannunga.

Ithuvum useful-aa irukkum

• New enquiry illa request-ku answer pannunga
• Unga intake form-a maaththunga
• Unga WhatsApp messages-a change pannunga