Send a document or form

Gather what you need, gently

Documents are how you collect information and agreements from your clients. An intake form before a first session, a check-in questionnaire, or an agreement to sign all live here. You create it once, send it, and the responses come back to you. Open Documents to begin.

What a document can be

• An intake form to learn about a new client before you meet.

• A questionnaire to check in on progress or prepare for a session.

• An agreement for a client to read and sign. See e-signatures and agreements.

Create and send one

1. Open Documents and create a new document or form.

2. Add the questions or content you want.

3. Send it to a client.

Your client opens it from a secure link and fills it in. They do not need an account to respond, which keeps things easy for them.

Where responses land

When a client completes a document, their response comes back to you and is tied to their record, so everything you know about a client stays together in one place.

Tip: A short intake form before a first session is a lovely way to show up prepared. Keep it to a few warm questions, and your client will thank you.

To learn how signing works, see e-signatures and agreements.