How to send an intake form

So, you've created a custom intake form and you're ready to send it to your client. Or maybe you'd just like to send SelfDecode's premade Health Overview survey! This article will show you exactly how to do it.

If you'd prefer to watch a video, you can do so here.

  1. Select the client on your My Clients page by clicking their name.
  2. Visit the Intake Forms page
  3. Click the icon under Actions next to the intake form you want to send
    1. You can also fill out the Intake Form on your client's behalf!

Send an intake form to a client

  1. Fill out their email if it's not already saved to their profile.
  2. Then, click Send. The form has been sent. 
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