This article will show you how you can send clients a copy of their Consultation Form after they have filled it out and it has been reviewed and completed.
In this Article
Enabling the Setting on a Form
To enable this setting on a form, go to Manager > Consultations > Form Settings > Click on the form > Change the Auto-Send Completed Forms setting to Yes > Click Save.
Once enabled, clients will receive a copy of this form each time they complete it.
How Does it Work?
After your client has filled out their Consultation Form, it will reappear in your list of forms under the date of the client's appointment and will be ready for a staff member to review it.
After you have reviewed a form, it will be marked as Complete, and the completed form will automatically be sent to the client within approximately 10 minutes.
The form will be sent to the client by email, provided you have their email address saved to their profile. If no email is present on their profile, the completed form will be sent by SMS instead.
SMS are charged at your standard rate.
Once the completed form has been sent to the client, it will be updated in your list of forms under the date of the client's appointment, with a message to say the completed form was sent.
What Message Will the Client Receive?
If a client has an email address on their client profile, they will receive the completed Consultation Form by email.
The link in the message will bring the client to a PDF version of their completed Consultation Form, timestamped with the date and time that it was completed. The link expires in 7 days, however, clients can download or print the PDF within that time if they wish.
Clients who do not have an email address on their profile will receive the message by SMS.
SMS are charged at your standard rate.
Manually Sending a Completed Form
If you would like to manually send the completed form to a client, or print a copy of the completed form for them, you can do that from their client profile. Click here to find out how.