SOAP Notes and Client Intake Forms

Creating a SOAP Note

• Creating a Basic SOAP Note
• Uploading a File to a SOAP Note

Viewing SOAP Notes

• Emailing a SOAP Note as a .PDF from your personal SOAP Notes
• Printing a SOAP Note from your personal SOAP Notes
• Viewing Recent Appointments that Need a SOAP Note
• Printing a SOAP Note from a Client's Record
• Saving and Emailing a SOAP Note as a PDF File

SOAP Notes FAQ's

• Can I delete a SOAP Note?
• Can I Create SOAP Notes without Having a Business on MassageBook?
• What Permissions are Required for Staff to View and Create SOAP Notes?

Setting Up Client Intake Forms

• ★ Customizing the Client Intake Form
• ★ Customizing the Client Intake Form Waiver
• Enabling Client Intake Forms
• Turning the Client Intake Form Off for Specific Clients

Emailing Client Intake Forms

• ★ Emailing a Client Intake Form from a Client's Record
• Sending an Intake Form when a Client Books Online
• Sending an Intake Form when the Business Books the Appointment
• Resending a Client Intake Form
• Viewing Sent Client Intake Form Emails

Viewing Client Intake Forms

• Viewing an Intake Form from a Client's Record

Client Intake Forms FAQ's

• How do I email a completed Client Intake Form to another person?