Make a way that clients do not have to provide the same information twice on a client profile form
planned
T
Teal blue Ant
Maybe a way to make it auto-populate on the second page if they're filling it out for themselves? Right now they have to provide their first name, last name, and email under the "introduce yourself" part and then type it again on the next page for a client profile update.
G
Glorious Flamingo
I agree. We need way more control over form inputs and what's required versus what's not required.
V
Vervain Lungfish
Yes, I agree. Client information should be pulled from the database when I request the client to verify there information. Fields that should be updated yearly are Address, Phone, Email, passport info and Family members/ relationships. Clients should not have to start from scratch each time.
Canny AI
Merged in a post:
Streamlining Client Profile Updates for Enhanced Efficiency
C
Commercial Gazelle
To enhance the flow and make the process smoother for our repeat clients, it would be beneficial if our profile update form automatically pulls their existing information from their profile. This way, previously entered details like preferences and allergy information auto-populate, allowing clients to effortlessly update only what needs changing. Currently, they have to re-enter all details every time I send an update form. Streamlining this process will save time and ensure accuracy in maintaining their preferences!
M
Molly Johnson
planned
M
Many Prawn
Molly Johnson legggoooo
H
Honest Rabbit
I totally agree with all of this. We have had so much trouble chasing people down to get information because they just stop filling out the form when they see all the duplicative effort required.
A
Agate Galliform
This is mind boggling this profile completion is so inefficient. Why on earth the "Basic Details" don't include "LEGAL" names and require the clients to include their email address so we can actually book their travel and communicate in writing their travel plans is beyond comprehension. They should NOT have to complete this information three times in the manner of one form. How can this not be addressed already?
M
Maroon Lobster
Agate Galliform yes I have been struggling with forms bc I can’t seem to get all the needed info in ONE form! I need it to have the connected client info, but I need ALL the info, in one go, and then it needs to populate their info from their contact card in the fields on the future forms the next time they travel. Also I can’t seem to combine trip requests with fields that are connected to the client contact card, with custom fields. It’s just very frustrating to collect client info
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