Send forms to clients

How consultation, consent and aftercare forms are assigned, sent, completed and stored on the client record.

Send consultation form CliniForm

Template Deep tissue consult

Status Completed

Signed Today 8:14

✓ Medical history — Complete

✓ Consent — Signed

✓ Risk screening — Complete

Completed before appointment

Walkthrough

1. Create or duplicate a template under Form templates. Mark required questions and signature blocks.
2. Assign the template to a service, or send it manually from the client profile or appointment.
3. The client receives a secure link — no app download. They can finish on a phone or in the client portal.
4. Watch status on the appointment: sent, opened, completed, signed.
5. Completed forms attach to the client record and the consultation. Export or print if you need a copy.
6. Use reminders so outstanding forms are chased automatically before the visit.