Creating a session

Creating a collaborative session

1. Open the sessions page

From the form, choose Fill it in together. The Collaborative sessions page lists existing sessions and lets you create a new one. The form must be published.

2. Describe the session

• Session title — for example "Inspection Apt 3B". All participants see it.
• Description (optional) — instructions, address, date.
• Max participants — how many people can join.

3. Define the slots

A slot is a role: "Tenant", "Property manager", "Expert". Each slot gets its own slot code: whoever uses it takes that role.

4. Assign the questions

With Assign groups to slots, give each group of questions (section) to a slot. Only that slot can edit it; the others watch it fill up. Unassigned groups stay shared: everyone can edit them.

Example for a move-in inspection:

5. Create and share

Click Create session. You get:

• a session code and a QR code to show or print;
• a generic join link;
• the slot codes, each to be passed to the right person.

Send the link and give the code separately: it is safer. Next: Joining a session.