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.
- Login as the Admin
- Click on the Gear icon (top right header)
- Under the Billing heading, click on Services
- Edit the Service you would like to add Form Automation to.
- At the bottom of the form, check Enable Form Automation
- Select the Form and
- Click Save
Manual Send Form from an Appointment
- Click on the Appointment in the Calendar
- Click on Add Form
- Select your Form and Agreements
- Under the section " How will your client complete their Form?" select "Send with the Appointment's Email Reminder"
- Click Add Form