Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
Client Forms are created from Form Templates and can be shared with clients manually or through an automation.
Watch this tutorial to learn how to:
- Create a form for an individual client using the Create New button
- Email the form to a client
- Review and submit the form from the client's perspective
- Preview the submitted form in FYI.