How to set up and send a manual form

Hi, there.

I just wanted to show you how to send a form manually.

For a form, to be available to be sent manually in the client, profile or in the appointment model, you need the form to be available in your forms.

So right now, for example, my General Health form sends only for selected services automatically before the appointment.

But let's say I wanted to, sometimes send this from the client profile, or the appointment model.

For other appointments that are not selected here, all I have to do is duplicate this form, Change title to manual, just so you know and you can remember later.

and when you save and set rules, all you have to do is say send manually.

This way, if you go to a client profile, You can go to form, send manual form.

And here it is.

You can also find it in the appointment model.

So let's say I wanted to tie a form to this appointment.

You can just send it from here.

This way, if your staff opens this appointment, they'll be able to find the manual form you've just sent.