Now that we have created a form it is time to put it in action and sent to our clients.
For a refresher on how to send forms to clients please click here. For this example we are going to start within a clients Appointment Detail page and send the form from there.
On the appointment screen I will go to calendar and look at May 21st. I will double click on that appointment to open the Appointment Detail page. Once i am on the page I will look beneath the client information and find the form labeled "Treatment Plan." I will then click Send form:
When I click on Send form a pop-up window will appear. I will then verify that I am selecting to send the form labeled "Treatment Plan" for the appointment on May 21st at 11am. It will also ask you to Select the Treatment Plan (the variable description field). We will chose Default Value 2, which in our example will put our Treatment Plan 2 message. After we select our treatment plan we will click the green Select Form button.
On the next window your email template will be automatically generated with with the correct form link to send to your client and you will click Send Email: