Sending clients intake forms

There are two ways to send intake forms to clients: automated or manually.

Automated intake forms

1. Go to Intake form settings located in your settings page under the 'Client's' menu 
   
2. Click the Settings button at the top right of your page
3. Make sure the toggle is on for automated sending
4. Decide how you'd like the intake form sent, email, SMS or both. 
5. Use the provided text for email and SMS sending, or customise it to suit your needs
6. Create your intake form and specify which appointments require the intake form to be sent. For help in customising your intake form templates, refer to this article.

Your intake forms will now be automatically sent to your clients upon booking their appointments, whether scheduled by you or them.

Manually sending intake forms

1. Go to your clients file 
   
2. In the personal information tab, click 'Intake form' at the top right. 
   
3. Select the intake form you'd like to send
4. You'll now have the option to send the intake form via email, sms or to copy the intake form link and share with the client or complete on their behalf
   

Please note that intake forms are sent only for the client's first appointment. If they book the same service again, they will not receive the form a second time.