Activating Intake Forms to Send to Online Bookings

Each time a new Client books an appointment online, a request to complete an Intake Form can automatically be sent to their email address on file. 

To activate Intake Forms so that one sends to each new Client, navigate to your:

  1. Business Profile. 
  2. Select Settings
  3. Select Client Intake Form
  4. Check Automatically Send Intake Forms to New Clients.

Note:

  • If the Intake Form hasn't been completed by the time the Appointment Reminder sends, a second request to do so will send as well. 
  • This setting also applies to existing Clients. If an existing Client books online but hasn't completed an Intake Form, a request will automatically send to their email address each time they book. Once a form is on file, a request to complete a new one will no longer automatically send.
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