A Client's Intake Form can be accessed and completed through their record in the Client's section of your Business Profile.
To access an Intake Form, navigate to your:
- Business Profile
- Select Clients to open your list.
- Search for and select the Client to open their record. If the Client doesn't already have a record, choose Add Client instead, fill in their contact information, and select Save.
- Select Intake Form to expand the menu.
- Select View to open the Intake Form window.
Once the form is filled in and saved, it's automatically added to the Client's record and stored there for viewing.
- Because that process is done through your Professional Account and not designed for Client interaction, we recommend sending the form to the Client's own smartphone or printing a blank copy for them to fill in instead.
- These steps can only be used to complete an Intake Form for the very first time. The steps cannot be used to update a previously completed Intake Form.