In most cases, we handle intake updating automatically, but you can also manually send a client an intake form.
In many states and provinces, clients are required to update their intake form (usually once every 12 months). You can indicate how often your clients need to update their intake form under Setup > Form Settings.
When a client books an appointment, we will automatically detect if they need to update their intake form based on your settings and send them an intake form.
Manually ask a client to update
If you'd like to manually ask a client to update their intake form:
- Go to the Clients page
- Find the client who needs to update their intake form
- Click the gear button beside the client's name
- Select Fill out intake form from the drop-down menu
- A new window will open. Click the Email intake form button.
Here is a quick video that reviews the process as well.