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
General Forms allow practices to gather information, prospect contact details or initiate onboarding without requiring a client record to be set up in FYI. Links to general forms can be included in emails or published on your website or collaborate site.
Watch this tutorial to learn how to:
- Create a general form
- Access the external link for a general form
- Include a general form on your website or collaborate site
- Display completed general forms in Documents lists.