Stories

How to use the client story in LifeNumber.

Introduction
Your clients in LifeNumber can have stories, which are made up of chapters. Each chapter is a survey/questionnaire. As you work through each chapter with yo...
Tue, 20 Apr, 2021 at 11:22 AM
Sending out Chapters
To send out a chapter to a client to complete, you first need to access their story. From the client list, click on your client's name This will...
Tue, 6 Apr, 2021 at 11:55 AM
Viewing Completed Chapters
When a client has told you they have completed a chapter, you can view the information they submitted within their story. From the client list, click o...
Tue, 6 Apr, 2021 at 11:55 AM