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Where to Learn About Connecting Custom Onboarding Forms

If you’re looking to connect custom onboarding forms to your CounselMore account, here’s how to find the resources you need:

Were you looking for one of these articles instead?:

Settings - Account Setup : Client Portal Assessments

Custom Solutions - White Label, Custom-branded login experience, branded URL

My Business - Custom Menu, Part II, Resources for your custom menu

Settings - Account Setup : Client Portal Assessments

This is an Add On capability. First review articles above.

1. Navigate to Client Intake Questions
◦ Log in to your CounselMore account.
◦ Go to Settings > Account Setup > Client Portal Customization > Client Intake Questions.


◦ Here, you’ll find a link to the knowledge base for more information about custom onboarding solutions.


2. Access Custom Solutions Resources
◦ Visit counselmore.com/custom-solutions#customDevForm to explore detailed instructions and submit a request for a custom form.


3. Get Started with Custom Forms
◦ Use these resources to create tailored forms that streamline your onboarding process and enhance your client experience.