How can I connect my client fields to my form inputs?

When you send an intake form to a client, you often request a lot of information to store in their client chart.

Colib makes it easy to connect the questions on a form to specific client fields.

To create this connection, simply select a field from the "Client Mapping" dropdown menu when creating or editing a question in a form.

The dropdown menu is populated with client fields that match the question type you’ve chosen (e.g., Date, Text, Yes/No, etc.). Custom client fields you create will also appear in the list and can be mapped to a question.

Once the form is completed, the responses provided by the client are automatically added to their client record, based on the mappings you’ve set for each question.