Adding a Form to an Existing Appointment

Once a client or staff member form template is enabled, you can manually add the form to existing appointments.

To add a form to an existing appointment, select the appointment on the calendar. Select Add a Form from the "..." menu to add the form.

If you add a client form, you can:

• Resend notifications to the client. The notifications will include the form for the client to complete.

• Select Send Request next to the form in the appointment details. This will send the client a text message with a link to complete the form.