If your Settings are configured to automatically send Client Intake Forms, clients will continue to receive a request to complete one at the time of booking until it has been done. Once on file, the client no longer receives the request. If a client wishes to update their existing form, or if your business requires them to do so, you can resend an email request at any time.
- Navigate to your Business tab.
- Select Clients.
- Search for the client and click on their name to open their record.
- Select Intake Form.
- Select Send request to update.
Note: The option to resend will only display if the client has an email address and completed form on file.