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Can clients edit answers to the Onboarding Questionnaire?

While not all answers can be edited, you can update certain information in your Onboarding Questionnaire. Here’s how:

  1. Access Your Profile:

    • Navigate to the 'Profile' section of the app.

  2. Go to My Profile:

    • Within your profile, find and click on 'My Profile'.

  3. Edit Onboarding Questionnaire:

    • To edit your Onboarding Questionnaire, click on each question and edit the answer.

  4. Save Your Changes:

    • After making your edits, click on the 'Save' button to ensure all changes are saved and updated.


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