Here's how to set up an assessment to be required before clients can access the platform, starting from your "Account" tab. Step-by-step instructions are below.


Step-by-Step Guide:

Step 1: Click the “Account” tab on your Dashboard.


Step 2: Go to "Customize Platform” tab


Step 3: Scroll down to the bottom to select the required assessment

Make you do not have a waiver or custom profile fields required selected (above).

You can require just a Waiver, just select Profile Fields, or both Waiver and Profile Fields — but those options should not be paired with a required assessment.


Now that you can set up a required assessment before clients can access your platform, you ensure you have everything you need to know about clients.