Clients receive their consent form automatically after they book a session, and you can add more forms when you book a session for a client yourself.
What clients receive
After booking, a client gets a set of forms for the service they booked. The set can include a pre-therapy form, a billing form and a consent form. The consent form is always included and cannot be turned off. The pre-therapy and billing forms are included only if your clinic has them on.
Clients who have not finished are sent reminder emails, about two days and again about ten hours before the session. When a client completes a form, they receive an acknowledgment email.
To add forms when you book
- Open the calendar and start a new session.
- Choose the client and the service.
- In Forms & Assessments, choose + Add to pick forms. If forms are still missing, a button such as Add N missing forms adds them all at once.
- Save the booking. The forms are sent with it.
To change the wording of your forms
Owners and admins can edit the consent, pre-therapy and billing forms for each service under Resources, then Forms. Changes apply to future clients only. Forms already submitted do not change.
If this does not work
Contact Ignia support by chat and name the client and the form.