Recurring Questions

With this feature, you can ask your client(s) a question and make it appear regularly, so you don't have to remember to ask it every time. Let's say you need certain documents or details from your clients, like bank statements, on the second or fourth day of every month. Instead of remembering to ask them each time, you can set it up to ask automatically.

Follow the path below to view the list of recurring questions. You can change their frequency and delete them as needed.

Questions Module>Click on Three Dots>Recurring Questions.