Saving and Emailing a Complete Intake Form

You can save a completed Intake Form as a PDF file to your device through your web browser. You can then send the file as an attachment through your own email provider outside of MassageBook.

Chrome/Firefox on desktop/laptop computer:

1. Business Profile. 
2. Select Clients to open your list.
3. Search for and select the Client to open their record. 
4. Select Intake Forms to view all of the client's forms. 
5. Select View to open an Intake Form. 
6. Select the Print Icon  in the top right corner to open your browser's print preview.
7. In the Destination drop-down, select Save as PDF.
8. Select Save at the bottom of the Print Preview window.

Safari on desktop/laptop computer:

1. Business Profile. 
2. Select Clients to open your list.
3. Search for and select the Client to open their record. 
4. Select Intake Forms to view all of the client's forms. 
5. Select View to open an Intake Form. 
6. Select the Print Icon  in the top right corner to open your browser's print preview.
7. Select Save as PDF in the drop-down between the Show Details and Cancel buttons.
8. Choose where you would like to save the PDF on your computer.  You can also change the file's name. The default name will be "Massagebook".
9. Select Save.

Any browser (Safari/Chrome/Firefox) on iPhone/iPad:

1. Business Profile. 
2. Select Clients to open your list.
3. Search for and select the Client to open their record. 
4. Select Intake Forms to view all of the client's forms. 
5. Select View to open an Intake Form. 
6. Select the Print Icon  in the top right corner to open your browser's print preview.
7. Place two fingers next to each on the image of the SOAP note then separate your fingers very quickly.  A new view of the image will appear.
8. Select the share icon (box with arrow in it) in the top right.
9. Scroll down to Save to Files.
10. Choose the location you want to save the SOAP note to.
11. Select Save in the top right corner.