Assign a form to a client profile when:
- You wish to have a one time form that clients can fill out
- You wish to be able to view the form any time in their Client Profile
Login to your Online Calendar
- Search the client to who you wish to assign a form to
- Click the Forms tab
- Click + assign form
- Click on the form you wish to assign
- Select whether you want to send the form to the customer by Email or SMS (or both)
- Click Send Form
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