Here are 7 steps to send a form:
- Log into the app at app.coachlogix.com.
- Click on Engagements.
- Select an Engagement or create a new one.
- Select a form from Resources or Click Add Item.
- Select Form from the list and your new form will be added to the program.
- Name the form, give the form a description, and select a recipient to receive the form.
- When ready select the airplane icon to send the form.
To learn more about forms click here.