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Sending Forms to Clients

Once a client form template is enabled, the form will be included in automated messages for clients to complete. Clients can also complete their forms after booking online or completing an Express Booking™.

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

Once a client submits a form, the form will not be included in subsequent automated messages.

Client forms are not included in automated text messages by default. To change this, go to Settings > Automated Messages and enable the Include form requests toggle for each automated text message.

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