You can send a form to a client without making an appointment by attaching it in their file.

Steps:

  1. Open up your client's file and go to the FORMS tab
  2. Click on the plus symbol to select the forms you would like to send
  3. Hold down on one of the forms and you will be given the choice to select multiple forms at once
  4. When you're ready to send, click on the arrow button

Your forms will be sent by SMS and email.

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