How to view a client's intake form on an Order?

Depending on what a customer has booked in for they may be required to fill out an intake form prior to their visit.

You can view the Intake forms guide to see how to create and edit intake forms for your different offerings i.e. Appointments / Fitness classes (sessions) etc.

If the items within an order require an intake form then an intake forms tab will appear on the order. The link to fill out the intake forms will be sent out in the confirmation email. Confirmation emails are automatically sent for online orders but you can manually send these emails if the order has been added by a user, just head to Messages > send confirmation email.

The guest can access the form in the email however, you can also access the intake form link if the guest arrives and hasn't yet filled it out. To do this on the order head to Intake forms > share link > copy. You can now paste this into a browser so the guest can fill out their form!

When intake forms have not yet been completed there will be a warning sign on the intake forms tab so you can see this at a glance. Once all guests within the order have completed their form this will update to a tick to show this is done! If you head to the Intake form tab on the order you will see the intake form listed for each guest along with the the date and time the form was complete. If you select 'View' you will then be prompted to enter in your password to be able to view the form.