Intake Forms for Clients Without Email Address

Modified on Mon, Nov 24 at 6:57 PM

If a client books an appointment without an email address, QuickerNotes will warn staff and prevent automatic sending.


How It Works

  • When a client books without an email, QuickerNotes adds a note to the appointment inside Mindbody.

  • Staff must manually add an email to the client’s Mindbody profile.

  • After updating the email, manually send the form from the client’s QuickerNotes profile.


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