Our July Webinar covered the basics of template creation, including template reports and multi-record templates.
A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.
Requiring a field is a great way to ensure you get the information you need. It's also an easy way to annoy the person filling out a form. This is why you should be clear why and when a field is required to move on.
Here's a quick video which shows how to customize the public checklist and add individual templates to particular checklist sections to fit your agency's brand and voice.
Are you scaring potential clients away with terribly long or complicated forms? Learn how to break up a long form into manageable sections that save progress as you go and encourage completion.
In honor of National Foster Care Month, we are featuring a few SAM clients working in the foster care system. Today we learn all about Amara's work with youth in the Seattle community.