Guide to Editing the Contact Information Form

Step 1: Click on the person icon in the top right corner and click on “Admin”:

Step 2: In the bar on the left-hand side, click on the “Communities” Tab:

Step 3: Click on the “Onboarding Forms” section:

Step 4: Click on the “Contact Information" Link (yours might be named differently):

Step 5: You can edit your details, questions, and rules by clicking on the different tabs at the top of the page:

Step 6: When you have finished editing, click back onto the “Details” tab at the top and scroll down to the blue “Update Form” Button. Click the button to confirm changes.

You’re all set!