Sending an Intake Form when the Business Books the Appointment

When you select a Subscription Plan that includes Client Intake Forms, you will need to enable the option to automatically send Client Intake Forms to new clients. 

  1. Navigate to your Business tab.
  2. Select Settings.
  3. Select Client Intake Form.
  4. Select the checkbox next to Automatically send intake forms to new clients.
  5. With this option is enabled, the checkbox to email a Client Intake Form will automatically be selected when booking an appointment for a client who does not yet have a Client Intake Form on file. Note: This checkbox will only display if the client has an email address on file in their client record. 

  6. The client will receive an email requesting that they complete a digital Client Intake Form in advance of their appointment. If the form has not been completed by the time the appointment reminder email sends (if enabled), the client will receive a second request to complete the form. Once a form is on file for a client, they will not be prompted to fill one out again unless a request is manually triggered by the business.
  7. The completed form automatically populates in your account, and contraindications and medications are flagged on the client's record and all appointments scheduled for that client.



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