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Forms

In this guide, we'll provide a step-by-step process for effectively using Hona's form feature within your workflow

Marc Christiansen avatar
Written by Marc Christiansen
Updated over a week ago

Prerequisites

In this video walkthrough, we'll learn about Hona's form feature. Forms are a great way to efficiently ask your clients multiple questions and obtain information quickly.

Step 1: Adding a Form

  • In your Hona account, click on the Menu option in the top left-hand corner and go to the Forms page.

  • Click on the "Add Form" button. From here you will title the form and can either enter your questions manually or upload a document of pdf that you already have.

    • To manually type in the questions, just click on the + button in the middle of the screen to add a new field & create as many questions that you need.

    • To upload a list of questions you already have, click on the three dots in the top right-hand corner and select "Upload Questions".

  • If you would like to change the question type or format of the question, select the dropdown on the right side of the question to see the options.

  • You can choose to make fields required and your clients won't be able to submit the form without that field filled out.

Step 2: Customizing Form Settings

  • To determine when the Form will be sent out and other customizations, go to the Settings tab within the particular form.
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  • You can adjust the wording of the text message if you would like, but you cannot edit the form URL.

  • You can choose to automate forms or send them out manually. To automate this process, you can select which phase the form is sent.

    • You can either send out the form when a client enters a certain phase or they leave a certain phase. (Under Auto Send Form from Phase Change).

  • You can also setup reminders and determine the amount and frequency of reminders.

  • There is also an option to set up recurring forms for ongoing treatments, specifying the frequency of submissions.

Step 3: Viewing Form Responses

  • You can view responses to your form several different ways:

    • Within the specific form, there will be a "Responses" tab and see all responses for that specific form.
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    • In the Forms main page, there is a "Submissions" tab that will show you the responses for all of your forms. You can click into each one to see the details.
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    • You can also click into a specific project and the last tab is "forms" and you can see all responses from that specific project/case.
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Step 4: Sending Manual Forms

  • In Hona go to the Projects tab from the Menu dropdown or click on the main Hona logo.

  • You can select one or multiple projects by clicking on the checkbox & using the "Actions" dropdown menu and selecting "Send Form".

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