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How do I make a survey show in a client's online planner?
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Last Updated
14th 2009f December, 2009
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Open a client folder.  Click "Summary" tab.  Locate "Event Status" section.  Confirm "Booking Status" field reads "Completed".




Click "Paperwork" tab.  Locate "Satisfaction Survey" field.  Confirm a survey has been selected.




Web Tools > Configuration > Client Options - Locate "General Client Options" section.  Check mark "Satisfaction Survey" field.




Suggestion: Create an automated emails with the survey token. It provides a direct link to the survey!!

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