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Question

Connecting Client Address Data

  • January 17, 2024
  • 3 replies
  • 33 views
Kelsey Homolka
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Hello! I was hoping someone could help me figure out how to connect data together via intake forms and smart files. I currently have my clients enter their address into a smart file when they’re booking their sessions and was hoping to find a way to make that auto populate into their contracts/proposals as well as save as part of their client contact information. Anyone of any help in this situation?

    3 replies

    Kristi DaSilva
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    @Kelsey Homolka made this quick video for you! Hopefully that helps :)

      Kelsey Homolka
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      @Kelsey Homolka made this quick video for you! Hopefully that helps :)

      huuuge thank you! that kind of cleared it up. I currently have them fill out a “booking” smart file then use it to create a proposal so i think its possible. One confusing part, sometimes the “address” is just their address, not where we’re planning on shooting their session at. Is this going to pop up in the info in their project as the location or just in their personal client contact info area?

       

        Kristi DaSilva
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        @Kelsey Homolka oooo good question! Wherever it says “Client Address” that will relate to the client and wherever it says “Project Location” that will be the project details section.

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