How can I add my forms to the portal?

It's not possible to upload or import PDF or DOC forms to use in the portal. Instead, the contents of these forms will be converted to a digital format which the clients can fill out in the portal. All forms, contracts and profiles that you have can be rolled up in the following:

  1. Client Fields (for personal and home information) and Pet Fields (for specific information on each pet): Business Settings: Clients
  2. Any single-signature agreements/forms/contracts: Client Agreements
  3. For supplemental forms that don't fit into the categories above you can use Client Forms (NOTE: we recommend against using these if possible to limit the steps each client needs to take)