How do I send my client a Pre-Visit Form!
Pre-visit forms are fantastic for stopping clients coming for a treatment where they may have a contra-indication, it also gives you the opportunity to prepare better for that client allowing you to tailor their visit to suit their needs and concerns.
To send a previsit form, click on clients, search for your client then click on their name to open the client record card. There are 3 dots just to the right above their email address, click on this to reveal a menu where you can send the pre-visit form. The pre-visit form emails them a link to a form they complete to alert you of any possible contra-indications. Once they complete it you will be alerted via email and the form will be in their client record card.