Viewing Intake Form Emails Sent to Clients

You can view a history of email messages sent by your business, including Client Intake Forms, in your Outgoing Messages. All Client Intake Forms, whether sent automatically or manually, can be viewed. To view previously sent intake form emails:

1. Navigate to your Business tab.
2. Select Settings.
3. Select Outgoing Messages.
4. Select History.
5. Use the arrows to page through the results (organized by date), or select a specific date from the date picker. 
6. Locate and select the Client Intake Form message displaying the desired client's name.