Assign Form to a Client Profile

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