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How do I send an intake form to a client?

To send an intake form to a client, follow the steps below:

  • Click on the "My Intake Forms" menu item
  • Click on the intake form you want to send.
  • Click on the "Send to Client" button.
  • Type the client's name and email.
  • Optionally, you can add a note to your client. This note will be displayed above the first question of the intake form.
  • Click on "Send Intake Form"

That's it. You'll be notified when your client completes the form.

If you need to see the form you just sent, click on the "Sent Forms" menu item and search for the client name.