Discover how to simplify information collection with our new Collecting information with Forms course in FYI Learn.
Designed for users in Pro and Elite practices, this course provides practical guidance on creating, sharing, and managing Forms in FYI, helping practices streamline information collection and reduce manual processes.
What does this mean for FYI users?
The Collecting information with Forms course covers everything from getting started with Forms to creating templates, sharing forms, and incorporating Forms into automations.
By completing the course, users will learn:
- Getting started with Forms: Understand how Forms work in FYI and how they can be used to collect and manage information.
- Enabling Forms: Learn how FYI Admins can configure Forms for their practice.
- Creating form templates: Discover how users with Templates permissions can create and customise reusable form templates. Add conditional logic to form templates to dynamically show or hide form elements.
- Creating and sharing forms: Learn how to create forms from templates, share them with recipients, and manage responses.
- Automating Forms: Explore how Forms can be incorporated into automation processes to streamline information collection.
Who is this available for?
The Collecting information with Forms course is available to all FYI users. Some lessons cover functionality that requires FYI Admin or Templates permissions.
We recommend that users in Pro and Elite practices complete the course to understand how Forms can support their daily workflows.
Want to get started?
Click the Help icon in the top right-hand corner and select Learn.
You will be taken to your personal learning workspace.
Expand the Learn to use FYI like a pro section and click the Collecting information with Forms course.
Allow 1 hour to complete the course.
Refer to FYI Learn for more information.