Depending on your form settings, Intake Forms will send to a client automatically before their appointment and the client will also receive a reminder email if they do not complete the form.
However, we know there will always be cases where a client may have forgotten to fill out their form, or didn't notice the emails they received.
In these cases, or depending on your business' preferences, clients can securely complete a form while in the office.
You can open a form to securely complete in office by first navigating to your:
- Business profile
- Click Clients
- Search for and open the client's record (or add a new client)
- Click the Send Intake Form drop down
- Select the form you would like the client to complete.
- Click Fill out on this device
The form will then open in a new tab. There will not be any links within the new tab that direct the client to any business information. However, you can close the tab that contains your business account to ensure the client does not have any access to private information.
Once the client finishes filling out the form, it will be added to the Intake Forms tab of their client record for viewing.