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

  1. Open up your client's file and open the FORMS tab

  2. Select the forms you would like to send to add them to the client's file if they're not already added

  3. Tap + hold on the form(s) you'd like to send

  4. When you're ready to send, tap on the arrow button

Your forms will be sent by SMS and email.

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