The webinar addresses the common challenge of tracking multiple services provided to clients during a single interaction. Rather than relying on checkbox fields, which can complicate reporting, the presenter demonstrates an alternative approach using linked Apricot forms. This solution involves creating a main tier two form to capture the overall service details, and a hidden sub-form that allows users to easily select the specific services delivered. This linked form structure provides a seamless data entry experience for users while enabling clean, separated reporting on the individual services.
The webinar highlights how this linked form methodology can be applied beyond just service tracking, such as documenting client needs, case note topics, or availability. Regardless of the use case, the key benefit is the ability to capture multiple responses to a single question while maintaining the reporting flexibility to analyze each response individually. The webinar guides participants through the step-by-step process of setting up the main and sub-forms, linking them together, and configuring the reporting to ensure accurate data and insights.
How to Track Multiple Services in One Form Presentation Slides
