Go to Clients on the right hand side -> Search for and select your client
Click Consultations
You can see the list of consultations assigned to your client - green forms are completed, blue forms are draft.
If you click on the form, you can see and print their answers (if green) or fill in the form or send via SMS or email (if blue)
You can also see client's forms in the right hand panel by clicking on one of their bookings in the column. A tick is a filled in form, a cross is an incomplete form.
See your client's completed and required consultations
Written by Kate Shove
Updated over a year ago