Workify

Filling out the onboarding forms

Once a customer makes a purchase on the marketplace, they'll be prompted to fill out an onboarding form. If they click away from this or close the window, they can also find it on their dash. 

If a customer asks where they can find this, here is what you can send them: 

You can find the form on your dash by scrolling inside the box of the service you purchased and clicking the little "i" info icon. Then click Answer Questions.


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