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Filling Out Client Forms in Person

If a client arrives for their appointment but hasn't submitted their forms, they can fill out and sign the forms in person.

Locate the form in the appointment details and select one of the following options:

  • Fill Out: Select this option to open the form on an iPad or Android tablet for the client to fill out and sign.

  • Copy Link: Select this option to copy a link to the form that you can send to the client.

  • Send Request: Select this option to send the client a text message with a link to fill out and sign the form.

NoteForm links are unique to each client and appointment. Do not share the same form link with different clients.

Once a form is submitted, you can view the form submission.

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