If you want to make any edits to a client's form during a consultation, you can easily do so.

  1. Go to the FORMS tab in your client's profile

  2. Select the form you want to view or edit

  3. You can view any saved content here whether or not it was filled in by your client or yourself earlier

  4. If you make any new changes, tap "SAVE" when you're done

<aside> 💡 We recommend asking your clients to resign to confirm the changes. To view the edit history, click on the three circles and "Form history."

</aside>

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