Edit Sign-Up Form

Marketing ›› Sign-Up Forms ››
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Edit Existing Sign-Up Form

This function is used to change the details, or change the relationship status of a client.

  1. To edit a sign-up form, select Marketing > Sign-up Forms from the Main Menu.
  2. From the table listing existing sign-up forms, click the View icon for the sign-up form to be edited.

  1. Select Edit on the Action bar to display the original screen on which the form was created.
  2. When edits completed, select Save on the Action Bar to display the amended form and its Referral Link as shown in the following screen image.

  1. Select the Form Preview menu button on the screen displayed to see how the form will look online.

  1. Select Save on the Action Bar when completed.