ORALZY
FAQ

Lead Form kaun bana, badal ya delete kar sakta hai?

Lead Form banana ("+ New Form" / "๐Ÿ“‹ Preset: Book Appointment"), "Edit", 'Live' / 'Off' karna aur "๐Ÿ“Š Submissions" ka status badalna โ€” clinic ka koi bhi staff login (receptionist, doctor bhi) kar sakta hai. Form ko ร— se delete sirf owner / admin kar sakte hain.

Where in ORALZY: Patient Connect โ†’ WhatsApp โ†’ Lead Forms

Auditor login sirf dekh sakta hai, kuch badal nahi sakta. Receptionist web par ร— dabaye to form nahi hatta (koi message bhi nahi aata) โ€” sirf band karna ho to 'Live' ka tick hata kar Off karo, ya owner / admin se delete karwao. Mobile app me receptionist delete kare to 'Failed' alert aata hai. Interactive Flows ke niyam alag hain (wahan banana / publish sirf owner / admin).

Quick steps

  1. Patient Connect โ†’ WhatsApp โ†’ Lead Forms kholo
  2. Banana / badalna / Off karna โ€” koi bhi staff
  3. Delete (ร—) โ€” owner ya admin login se

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