You may want to send an intake form when the appointment reminder email is sent. For example, you can send out a COVID questionnaire 24 hours in advanced before their appointment. It will be sent out at the same time the appointment reminder email is sent. You can modify that time in the settings section under Notifications.
To auto-send intake forms, follow the steps below.
- Click on the Appointment in the Calendar
- Click on Add Intake
- Select your Intake Form and Agreements
- Under the section " How will your client complete their Intake Form?" select "Send with the Appointment's Email Reminder"
- Click Add Intake Form