Pre-loaded Activities before account completion when Onboarding For Clients
J
Jonathan Eggerichs, PsyD
This may be similar to the feature request titled ""sign up" page for new clients to register to Quenza," but I would like to be able (if creating client accounts as the clinician remains in effect) to have my onboarding paperwork in the "queue" or already loaded as an Activity so as soon as they accept my invitation and officially create their account, intake paperwork, etc. is there for them to start.
Currently I have to wait for them (whether an individual or couple) to complete their signup and then go back into their created accounts and load the activities (intake paperwork) and send. This would eliminate that step. Thanks!
Log In
Torben Tschechne
Hi Jonathan Eggerichs, PsyD Thank you for your feature request and for explaining your workflow so clearly. Having intake paperwork ready the moment a client joins makes a lot of sense, and it's a step we'd like to take off your plate.
The good news is that this is already possible with Landing Pages. Instead of creating client accounts yourself and waiting for them to accept the invitation, you can set up a Landing Page with a signup form and connect it to an automation. As soon as a client signs up through your page, the automation can assign your intake activities to them automatically, so everything is waiting for them the moment their account is created. You can also reuse the same page for every new client.
You can find a step-by-step guide here: https://help.quenza.com/category/157-landing-pages
If you'd prefer to keep creating client accounts yourself, I believe your request is similar to this one, right? https://feedback.quenza.com/feature-requests/p/assign-activities-to-pending-users