Questions/Client Portal
Questions Template
4min
Imagine you have a list of questions you always ask when onboarding a new client. Instead of typing each question every time, you make a template and then import it.
This way, you don't have to add them individually every time.
Go to Settings --> Templates --> Questions --> + Question button.
Question templates are pre-made questions you can quickly grab whenever you need them.

Questions Templates
Go to the Questions module --> click on three vertical dots --> Import from template option.
