Sending an Intake Form from a Client's Record

You can send an Intake Form independent of booking an appointment.

To send a new Intake Form to a Client from their record, navigate to your:

  1. Business Profile.
  2. Select Clients to open your list. 
  3. Search for and select the Client to open their record. 
  4. Select Intake Form to expand the menu. 
  5. Select Email Form to send the request. 

Note: Email Form is only available if the Client has an email address on file in the Details section of their record. 

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