It only takes a few simple steps to get an assessment automatically sent to your clients daily, starting from the "Account" tab of your Dashboard.

Step-By-Step Guide:

Step 1: Click the "Customize Platform" tab in the left side menu of the "Account" tab on your Dashboard.


Step 2: Click the "Client Automation" tab in the top right corner of the page.


Step 3: Select the "Remind User" automation from the "Add Automation" dropdown selector.


Step 4: Change the "Why?" section to "Has not completed 1 assigned assessment within the last day" and select the specific assessment.


Step 5: Click the "Save" button to save your updates and confirm your assessment reminder.

Now we will remind your client every day that they don't fill out the assessment, and you won't have to worry about manually sending an assessment every day!