How do I edit the email sent to patients to complete their forms?

Created by Sydney Killian, Modified on Wed, Mar 13 at 5:31 PM by Sydney Killian

  1. First, go to Settings > Client Intake Forms
  2. At the top of the screen, click Customize Email.
    1. You will be brought to a section where you can customize the Subject, Reply-To address, and Public Phone number:
      Screenshot 2023-07-27 at 3.49.37 PM
    2. Scroll further down, and you will be able to edit the contents of the email: custom email

Make sure you Save your changes when you're done updating the email!

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