How Forms Work: A Summary

When a form is digitized in One Step, a link is created. This link can then be sent to organizations that refer clients to you, to potential or current clients themselves, or added to your website. 

Once clicked on, it will open a form to be filled out. Depending on the type of form it is, it could create a brand new client profile or add information to an existing one. 

Here are Guides to the different Types of Forms and how they work
Lead Forms 
Intake Forms 
Other Forms 

Forms are used for a whole host of reasons from applications to release of information to overnight pass requests. They are here to replace the paper work in your organization that easily become lost or take up too much space. By using our automated digital forms, you save yourself time, space, and the headache of manually filing them. 

Through the Agenda feature you'll be able to schedule form requests so your clients will see they need to fill out forms by a specific time and date. Learn more here

You'll also be able to make forms such as a maintenance form or overnight pass available in app for your clients at all times. Learn more here

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639