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.
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.
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.
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.
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".