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Send any published form to a client by email, for example a form you set to Only when you send it, or one a client forgot to fill in.

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Send the form

1

Open the client

In the menu, go to Clients and select the client.
2

Open Send form

Select the three dots at the top of their profile, then Send form.
3

Choose the form

Choose the Form. If the account has more than one person, choose who it’s For.
4

Send

Select Send.
The Send form dialog with Form and For fields and a Send button

The Send form dialog

You see “Form sent.” The client gets an email with a link to fill it in on your booking site. The form shows on Forms, Sent forms as Waiting until they finish.

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Send it again

On Forms, Sent forms, select the three dots on the row, then Send again. For a form a booking is waiting on, the client’s Notes/Forms tab also has Resend form on the form’s menu.

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Good to know

  • The client needs an email address on their profile.
  • To share a booking’s form another way, such as by text, use Copy form link on the form’s menu on the client’s Notes/Forms tab.
  • Send form shows only when you have at least one published form.