Forms can created (see here) and be attached to custom emails as outlined here. These forms can be filled out by a client prior to their appointment, and any answers are automatically stored to their client notes. You can send out as many forms at different stages during the booking process by setting up custom emails.
If a client has not received the original booking confirmation containing the forms then please carry out the checks listed here prior to proceeding.
Outside of these use cases there may be times you may wish to send additional forms or need to re-send the original forms.
There are two ways of doing this:
1. For any form that is already attached to a custom email then go in to the appointment on the calendar, select the Notifications tab and select the 'resend confirmation email/SMS' button. This will re-send the email with any attached forms or links for forms for the clients to complete
2. Send an additional form: If you wish to send an additional form then on the appointment in the calendar, select the Case Notes tab and under Your Forms, you have the option to select any of your forms from the drop down menu. Select Send Form To Client and the client will receive the form via email/SMS (if you have SMS
Please note: that if the form you are trying to send separately is already attached to the custom email then you need to resend the confirmation email rather than trying to send another copy of the form.