clozragent

Help Center.

Quick answers to get set up and get the most out of ClozrAgent.

Get started in three steps

01

Set up your branding

Open Branding and add your logo and colors so every form and your agent page look like you.

02

Send your first intake form

Open Forms, copy a link or QR code and send it to a client.

03

Watch your pipeline update

Answers appear in My clients and New leads, and your Dashboard keeps your day organized.

Guides

Still need help?

Send us a message or check the most common questions.

Already a customer? Use Send feedback in the app menu and we will see it.