Protocols

In the sidebar, open Tools → Protocols. Each card shows the sequence name and its steps in order.

Review the card’s steps and select Start with a client. The form opens. You can also start it from Protocols in a client record; check the preselected client in that case.

In Protocol, select the sequence you want to start. Check its name before generating the link.

In Client, choose the person who will complete it. This is required: each run is linked to their record.

In The link expires, choose 7, 30 or 90 days, or Never. Expiry determines how long that link can be used.

Select Send. The platform creates a protocol run and displays its link. This action does not send an email: copy the link and share it through your chosen channel.

In the result window, select Copy and save the link before closing it. Share it with the selected client. You can also select WhatsApp or Email to open a message and confirm sending there. For security, the protocol link is shown only once.

If you will complete it with the client now, select Do it now instead of Send. The sequence opens in a new tab. Check the client, protocol and expiry first.

Opening the link shows the protocol name, client and step sequence. The current step’s tool appears below. Returning through the same link resumes from the saved point.

Read the instructions and complete the displayed tool’s fields or controls. Steps may request different information; use the pending items at the bottom to see what is missing.

If Next step is disabled, complete the items listed under Complete this to continue. When the step is complete, the screen confirms this and allows you to continue.

Changes are saved automatically after a pause. Before closing or leaving the tab, check the Saved indicator. If an error appears, check your connection and wait for saving to be confirmed.

Select Next step when enabled. The current step is saved and closed, then the next one loads. Closed steps cannot be used to edit earlier answers.

On the final step, complete the pending items and select See my feedback. The sequence result is generated: review the cards, charts, explanation and plan shown.

Return to Protocols and check the runs list. Review the client, status and progress. You can also check protocols in each client’s record. If you just completed one, reopen the view to refresh the record.

On a completed run, select View feedback. The result opens for you to review with the client. An in-progress run does not yet have final feedback.