How do I export or print a client's consultation form?

This article will show you how you can download completed client consultation forms to your computer, in order to save them, print them, or email them to your client.

Go to Clients, then search for and click on a client to open their profile.

Go to Forms, and you'll see a list of all completed Consultation Forms for this client.

Click Link beside the form you would like to print or download.

Next, click Print 

To save/download the form, change the printing Destination to Save as PDF and click Save


To print the form, choose your printer name from the Destination dropdown menu, then click the Print button


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