The Finisher.
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 Clients and forms

Send a client their form

Email a client the consultation form from their card.

  1. Step 1: Open the client's card and find Forms.

    Open the client's card and find Forms.

  2. Step 2: Press "Send a form". Leave "Which form" on "The one they need (recommended)", or choose another of your forms. Under "For", choose the kind of treatment it is for.

    Press "Send a form". Leave "Which form" on "The one they need (recommended)".

  3. Step 3: Press "Email it to them". They get a link to fill it in on their phone.

    Press "Email it to them" and they get a link to fill in.

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You rarely need this: when a booking is confirmed, the client is sent their form automatically.

Every name in the pictures is made up.

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