Adding a Form to an Existing Appointment

After enabling a form template for clients or staff members, you can manually add the form to existing appointments.

To add a form to an existing appointment:

Go to the calendar and select the appointment. Select Add a Form from the “…” menu.

Select a form template and select Add.

The form is now added to the appointment and will be included in subsequent automated messages to the client. You can also select Resend Notifications from the “…” menu to send the form to the client.