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How to add a consultation form to a client's profile manually
How to add a consultation form to a client's profile manually

Add a specific form to a client from their profile to fill it in or send it to them as a one-off

Kate Shove avatar
Written by Kate Shove
Updated over a week ago
  1. Go to Clients on the right -> Search for and click on your client

  2. Click on Consultations on their profile

  3. Click Add in the top right -> Select the form you wish to add

  4. Either fill in the form on the screen or click Send via SMS/email to send to your client

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