Sending an Intake Form

You can email an Intake Form to a Client directly through their record in MassageBook Mobile. 

To send an Intake Form:

1. Sign in to the MassageBook Manager app. 
2. Select the 3 horizontal lines in the top left of the app.
3. Select Clients.
4. Search for and select an existing Client. If the Client doesn't already have a record, choose the blue Plus icon instead, fill in their contact information, and select Save. 
5. Select the Intake Form tab.
6. Select Send Form.

Once the Client completes the Intake Form from within their email provider's inbox, the information is automatically added to their record for viewing on your end.

Note:

• If a Client has a completed form on file, you can send a request to update it by selecting Send Request to Update Form in the Intake Form section of their record. 
• If a Client doesn't have an email address on file, the Send button will give you an error that an email address is required.