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 FYI Forms helps your practice collect and use client data efficiently. Build Form Templates with the Form Builder, use Forms internally to standardise processes, and send forms to clients automatically through FYI Automations. Once completed, Automations can also retrieve Form data to update client details directly in your FYI platform to eliminate rekeying and double handling of client information.