This release includes a new Intake Form tab in the session summary window for those clients who have integrated with our scheduling function.
You will now see an Intake Form tab in session summary windows for sessions that have been booked through our Acuity Scheduling integration. No action is required on your part, this tab will automatically appear.
This makes it easier to review the issue the client came to you with, without navigating to another window or data source.
Reporting on intake forms will be rolling out in 2023.
If you have any questions about this release, contact your Customer Success Manager or email our support inbox.