Printing a blank Intake Form

This article will show you how to print a blank intake form to be filled out in person.

AJ Sacher avatar
Written by AJ Sacher
Updated over a week ago

If you want to be able to have physical prints of your intake form for something like in-office fill outs, please follow the steps below:

1) In the "Automation" tab, click "Intake Forms".

2) Click on the "New Intake" button.

3) Select the intake form you wish to print out.

4) Copy and paste the "Share" link into a new Internet tab.

5) Once you have the intake form opened up in the new tab, right click and print the intake form.

What happens now?

You will be able to print the form and hand it to your clients!


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