View Forms
- Go to "Forms" in your GetSetPro dashboard
- Multiple Locations - Select
to switch locations (if your practice has multiple locations)
- Select the form you'd like to view
- OR select
from your form notification email
Managing Form Status
- Optional - Select
to mark a form complete (the form will now have a
in the list view)
- Optional - Select
to mark a form previously marked as complete as now incomplete
- Optional - Select
to mark a form as read (form will no longer be in bold in list view)
- Optional - Select
to mark a form unread (form will appear in bold in list view)
- Optional - Select
to delete a form
- Optional - Select
to copy the link to share the form elsewhere
- Optional - Select
to save a copy of the form to your computer
- Optional - Select
to print a physical copy
- Optional - Select
to show blocks of text that are hidden by default
- Optional - Select
to show blank fields that are hidden by default
Form Notifications
- Go to "Forms" in your GetSetPro dashboard
- Select
- OR select
from a form notification email
- Multiple Locations- Select
to switch locations (if your practice has multiple locations)
- Select
or
next to each form to set notifications for email and desktop
- Optional - Select
under
to view or edit notifications for other staff