Skip to content
  • There are no suggestions because the search field is empty.

Can I send Intake Forms to Clients?

Heallist will soon introduce Client Intake Forms, making it easier for practitioners to collect client information and share important resources. This feature will allow healers to:

  • Automatically send intake forms after a client books a session.

  • Customize follow-up emails with info packets, preparation guidelines, or other resources.

  • Streamline onboarding by ensuring clients have everything they need before their session.

For now, you can use the built-in Messaging feature to send intake forms manually and receive completed forms back from clients.

NOTE: Expected launch: 2026. Stay tuned for updates!