{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/320c3c63b651488194b11d3288c8c656\" frameborder=\"0\" width=\"1662\" height=\"1246\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1246,"width":1662,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1246,"thumbnail_width":1662,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/320c3c63b651488194b11d3288c8c656-9e79106ad43cb2c1.gif","duration":473.9,"title":"Setting Up Your Sign-Up Form for Individuals","description":"In this video, I walk you through the process of customizing our sign-up form for Fidu, specifically for individual clients. We start by ensuring we have the essential fields: first name, last name, and email address, while removing unnecessary questions to streamline the sign-up process. I emphasize the importance of limiting information to what we need for our engagement agreement and conflict checks. Additionally, I demonstrate how to set the client name template to use the user's first and last name when working with individuals. Please make sure to follow these steps to ensure a smooth onboarding experience for our clients."}