Plan: Not Available: Intermediate, Pro Available: Elite
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
This walkthrough provides an overview of the key features of FYI Forms.
Explore how to configure practice settings, default email templates, custom branding, and the Forms Expiry Period. Build Form Templates with the Form Builder and apply conditional logic using the Rules Builder. Learn how to create general forms, share forms with clients, and pair Forms with automations to collect bulk data and map responses directly into FYI.
Note: The Rules Builder is currently in beta.