Coachees have multiple options when filling out forms sent from an engagement. coachees can answer forms from their:
Engagement Program
Notifications Panel
Email Notification
Helpful Tip: The emails are sent by default but admins can turn off the email notifications in their company settings.
Please Note: If users do not receive an email check the engagement’s program or the in app notifications panel.
Filling out a Form from an Engagement
If the coach or admin has sent the form, it can be answered by clicking on it from inside the Engagement Program list > and then select the Form.
Please Note: Another window will open containing the form. Fill out the form questions and be sure to answer any required fields.
From your Engagement select the Form from the Program.
Click Respond, fill out the Form, and click Complete.
Filling out a Form from the Notifications Panel
If the coach or admin has sent the form, it can be answered by clicking on it from inside the Notifications Panel > select the notification for the form.
Click on the Notification Bell in the top right.
Select the Form notification and click Respond.
Note: Another window will open containing the form. Fill out the form questions and be sure to answer any required fields.
Click Send.
Filling out a Form from an Email
If the coach or admin has sent the form, it can be answered by clicking on it from inside your email browser. You do not need to be logged into the app to fill out a form from your email.
From the Recipient’s personal email account click Respond from the email.
If the Coach or Admin have sent the Form, it can be answered by clicking on Respond from inside the email.
Another page will open containing the Form. Fill out the Form questions and be sure to answer any required fields and click Complete.
