Generating Client Intake Forms

If there is missing information on a client’s profile, you can generate the intake form and have clients complete it in person or before they come in for their appointment. In this article, we will discuss generating client intake forms.   

Things to know:

• Intake forms can be accessed by:
  • Clicking the "Generate" button opens the form in another tab or window 
  • Expanding the "Send" drop-down menu that offers various options for sharing or distributing the form. Here are the options you will find in this menu:
    • Email: This option lets you send the generated form as an email attachment or directly within the body of an email.
    • Communicator: Choosing this option allows you to send the form to the client through the Communicator
    • Get a Shareable Link: Selecting this option generates a unique web link (URL) that you can share with the client via any medium of your choice. Recipients can access the form or by clicking the link.
• Information entered in the client intake forms will be stored on the client's profile
• Intake forms created on client profiles and sent via email can be hidden from the Marketing > Campaigns > Sent tab. However, you can still view the sent campaigns in the “Campaigns Received” section of the client’s profile. The option to hide one-off intake forms from the Marketing > Sent tab is controlled by the company setting "Hide one-off manual campaigns from Sent tab in Marketing Module". 

To generate intake forms in-store via client profile:

1. Navigate to the Client's tab
2. Open the desired client's profile 
3. Select the Generate Intake Form hyperlink  
4. Choose the desired form from the drop-down menu                                                                                                                                                                      
5. Select the Generate button to open the form in another tab or the Send drop-down menu that will allow you to send it via email, Communicator, or get a shareable link                                                                                                                                                                                                                                                                                                                                                   

Client Intake Form Generated in Browser

Once completed, the successful confirmation message will appear

For more information contact us at support@mytime.com or (385) 233-6964.    

Related Articles:

Creating Custom Client Fields 

Creating Client Intake Forms