How to automatically send forms to clients

Guide

Go to Setup, then Form Builder
On the left side of the screen, click the form you want to update
Click the Options button, in the top right corner
Select your How often does this form need to be updated?, What services require this form to be filled out?, etc. settings
When done, click the Save Template button, in the bottom right corner

Notes

Do not sent automatically is for forms you only want to send (or complete) manually
Before first appointment is for forms the client should only ever complete once

Video

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