In-App Guide: You can follow an in-app guide to send a survey by clicking here.

What's in this Article

Applicable Roles/Permissions/Licenses

A survey can only be sent after an engagement has been created. For help, refer to the Create Engagements article. 

Use Client Surveys

1. Click Contacts in Canopy.

2. Click Contacts List.

Alternatively, you can search for a specific contact.

3. Select the applicable Contact.

The client's profile will load.

4. Select an active engagement.

5. Click Client Survey, located in the Work column of the left-side menu.

6. Click Send to your client.

7. In the Client Portal window, click the checkbox in-line with your client’s name and contact information.

If you wish to send the client survey to a new email address, type it in the Enter the email of a new person text box.

8. Click Send.

• The Client Portal window will close.
• A notification will load letting you know that Your survey was sent!

9. Click View survey to see your client’s progress.

Send an In-Progress Client Survey

1. Navigate to the Client Survey.

2. Click Send.

The Client Portal window will open.

3. Click the checkbox in line with your client’s name and email address.

If you wish to send the survey to a different email, click Add another person. 

4. Click Send.

Resend a Client Survey

1. In the sidebar of the Survey screen, click Resend.

The Client Portal window will open.

2. Click the checkbox in line with the client’s name and email address.

If you wish to send the survey to a different email, click Add another person.

3. Click Send.

Fill Out the Survey Independently

1.  In a new engagement, navigate to Client survey.

2.  Select Skip this, I'd like to fill it out myself.

3.  To view the survey as a Practitioner or Client, select Survey settings.

Clients will not be able to access the Survey settings within their portal.