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Bodywork Buddy Blog

Bodywork Buddy: business management software for the solo therapist that keeps you organized and makes tax time a breeze.

Thursday, September 7, 2017

What If Your Client Forgot To Fill Out Their Online Intake Form Before Their Appointment?

Within Bodywork Buddy, you can email new clients (or existing clients, for that matter!) an online intake form that they can fill out securely online before their appointment. But what about those pesky clients who don't always follow directions and never filled it out before coming in?

Now you can also access the client end of that form for them to fill out from within your office. Just pull up their client file > click the blue actions button > scroll down to fill intake form. The form will open in a new tab, allowing for your client to fill it out right then and there. Once they submit it, it will be in their client file within your account. Easy Peasy!

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