Step 1. Navigate to Templates and select Assessments
Step 2. Once that loads, you'll notice there is a Global Library. Find the Intake Forms you want, then Add to Library. I chose the FDN Lifestyle & Medical History and the FDN Metabolic Chaos Scorecard.
Step 4. Once added to My Assessments, you should rename the newly added assessment by using the Edit icon, and adding your name to the end of the Assessment.
Step 5. When you want to assign an assessment to a new client you can go via the Client Assessments
Step 6. You can click on the Request Client Assessment and select the client from the drop down.
Step 7. Assign the Assessment that you want to send to your client. Hit the Request Assessment button and your client will be sent an email notifying them there's an assessment. You can also turn on the Set Reminder If Not Completed, specifying the number of days you would like the reminder sent to the client!