As a coach in Delenta, you have the flexibility to attach forms to various elements such as tasks, goals, sessions, and packages. This guide will walk you through the process of attaching forms to these elements and provide recommendations for managing automation triggers.
Attaching Forms to Tasks and Goals
Click on the contact/client you would like to assign the task/goal to.
Create or Edit a Task/Goal
Click on “Create Task/Goal” or edit an existing one.
Attach a Form
In the task/goal creation or editing window, look for the “Form” option.
Select or search for the form you want to attach from the dropdown list.
Save the Task/Goal
Click “Save” to apply your changes.
This form will now be available to your client under tasks/goals in the client portal.
Attaching Forms to Sessions
Go to the “Sessions” section on your dashboard.
1:1 Sessions
Create or Edit a 1 to 1 Session
Click on “Create Appointment” under 1 to 1 sessions or "Add session" and select "Create Appointment" or edit an existing one.
Attach a Form
In the session creation or editing window, find the “Select Form” option.
Select the appropriate form from the dropdown list.
Disable Automation Trigger
To avoid duplicate triggers, click on “Disable Automated Form Setup”
If not disabled, the form will be triggered by both the session event and any pre-set automation events.
Save the Session
Click “Save” to confirm your changes.
Group Sessions
Create or Edit a Group Session
Click on “Create a Group Session” under Group sessions tab or "Add session" and select "Create a Group Coaching Session" or edit an existing one.
Attach a Form
In the session creation or editing window, find the “Select Form” option.
Select the appropriate form from the dropdown list.
Disable Automation Trigger
Click on “Disable Automation Trigger” to prevent dual triggering.
If not disabled, the form will be triggered by the session and any automation events.
Save the Group Session
Click “Save” to finalize your changes.
Attaching Forms to Packages
Go to the “Packages” section from your dashboard. Click on "+ New Package"
1:1 Packages and Group Packages
Create or Edit a Package
Click on create 1:1 or group package or edit an existing one.
Attach a Form
In the package creation or editing window, find the “Select Form” option.
Select the form you want to attach from the dropdown list.
Disable Automation Trigger
Click on “Disable Automation Trigger” to avoid double triggering.
If not disabled, the form will be triggered by the package event and any automation events.
Save the Package
Click “Save” to apply your changes.
By following these steps, you can efficiently attach forms to tasks, goals, sessions, and packages, ensuring a smooth workflow and enhanced communication with your clients.
Pro tip: Remember to manage/disable automation triggers to prevent duplicate form triggers.