Client Forms

This guide provides step by step instructions on assigning forms to your clients and request them to be filled on WhatsApp, Email or SMS in your Whautomate account.

How to create new Client Forms

Step 1: Press the Form menu in the left side

Step 2: Click the Add new form button as shown in the picture

Step 3:If you do not have any form then press the Go to settings button

Step 4: Click the Add new form button to create new form

Step 5: Please the fill the required details

Step 6:After filling the Details please ensure that you have entered the required details

Step 7: Press save button

How to Send Client forms

step 1: Please Go to form Page

Step 2:Click the Add new form​ as shown in the picture

Step 3:Search the Form Template you want and Press the Save button

Step 4: Click the Send button

How to View Completed Form

Step1:Go to Form Page

Step 2: Select the three dot button and click the view button

Step 3:Here you can see the filled details