The General Intake Form, by default, is set to send to new clients only. A new client in this sense, is a client who does not already have a form on file. However, you can make changes to when forms send automatically within Forms & Documents.
When an appointment is booked for a new client (by the business or by the client themselves) a form will send automatically. A reminder email will send the day before the appointment as well if the client hasn't filled out the form yet.
However, you have full control over when emails send automatically to clients whether you update the General Intake Form or if you create your own custom form from scratch.
If you need to resend an email to a client, you can do so by navigating to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Select the Intake Form tab.
- Check the box next to the name of the Intake Form.
- Select Resend next to the form that was sent and not yet completed.
If you would like a client to update a form they have already completed, you can select Send to Update next to the completed form.
Note: If you've edited a form after a client has completed it, the only option will be to resend the form for the client to fill out as new.