When a client has told you they have completed a chapter, you can view the information they submitted within their story.


  1. From the client list, click on your client's name

  2. This will take you to the story view for that client. You can see their progress on the right-hand side:


  3. To view their answers, click View Story

  4. This will take you to a new page. If your client has completed more than one chapter, there will be tabs at the top of the page. These tabs will show you the completed information for each chapter. Click on the tab you want to see, and the client's answers will be displayed underneath