Set Up Forms & SOAP Notes
- Activate the Forms Feature
- Create a Form From Scratch
- Create a Form Using a Template
- Create a SOAP Note Template
- Make a Form Mandatory for All Clients
- Make a Form Mandatory When Booking
- Make a Form Mandatory When Purchasing a Membership
- Require Customers to Log In When Completing a Form
- Send a Notification When a Form is Completed
- Set an Expiration Date for a Form