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How to send a one-off consultation form
How to send a one-off consultation form

Send your client a link manually to fill in their consultation via text or email

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

  2. Click Consultations -> Select the required form or click Add in the top right to add the required form

  3. Click Send via SMS or email at the bottom to send to your clients

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