Emailing a Client Intake Form from a Client's Record

If your Business' Settings are configured to automatically send Client Intake Forms, clients will continue to receive a request to fill out a Client Intake Form at the time of booking until it has been completed. Once on file, the client no longer receives the request. If you do not have this option enabled, and instead wish to manually send Client Intake Forms, you can do so at any time.

  1. Navigate to your Business tab.
  2. Select Clients
  3. Search for the client and click on their name to open up their client record.
  4. Select Intake Form > Email Form

Note: Email Form will only display if the client has not previously filled out the form, and if they currently have an email address on file. After the Client Intake Form has been completed, all Contraindications and Medications will display, and you will see an option to resend the form. 

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