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 double-click on the client to open their Client Card.

Once you're in their Client Card, click Consultations > Forms, then click View Form on the form you wish to print or download.

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Next, click Print 

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

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

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