Onboarding Day 3 – Part 1: The Form (Pre-Discovery Call)

To create a custom pre-discovery call questionnaire that collects essential client information before the first consultation.

STEPS

1. Navigate to Forms

1. From the dashboard, go to Web Pages

2. Click Forms

3. Review available templates (including the Discovery Call template)

4. Proceed to create a new custom form

2. Create a New Form

1. Click Add New Form

2. Choose to start from scratch

3. Keep the default fields already included in the form

3. Add a Checkbox Field (Symptoms)

1. Drag a Checkbox field into the form

2. Edit the Label with your question (e.g. symptoms experienced)

3. Set a clear Query Key

4. In Advanced Settings, set the Unique Key

   • ⚠️ Note: The Unique Key cannot be changed after saving

5. Add your checkbox Options

Important Note on Custom Fields

• Once created, a custom field can be reused in other forms

• Editing field options later will update that field across all forms where it is used

4. Add a Radio Button Field (Duration)

1. Drag a Radio Select field into the form

2. Configure the label, query key, and unique key as before

5. Add Date of Birth Field

1. Locate Object Fields

2. Under Contact, drag the Date of Birth field into the form

3. No additional configuration is required

6. Add a Multi-Line Text Field (Open Description)

1. Drag a Multi-Line Text field into the form

2. Set the Query Key and Unique Key

7. Save the Form

1. Click Save

2. Return to the dashboard

Verification

• Form saves successfully

• All fields appear correctly

Troubleshooting

• If options change across forms, confirm whether the same custom field is reused

Change Log

• Initial version created from Day 3 tutorial transcript

What if you got stuck?

Please book a 15-minute troubleshooting session with our tech team using the link from your first onboarding email.

If you can’t find the link, contact us at:
support@wellconnect.freshdesk.com

All done! Now what?

Move to day 3 - Part 2  > > >