Client Records
4 articles
Build a client form with the Form Builder
Create reusable forms with questions, instructions, ratings and signatures, then choose whether clients or staff complete them.
Record client progress with Progress Notes
Keep private notes on a client profile, use shared templates, review earlier versions and export a note as a PDF.
· Client Management
Require a form before clients book a class
Make one or more completed forms a condition of self-booking a class, while keeping a staff override for bookings you add yourself.
Send a form to a client in the Clovo app
Request a self-service form from a client, see when it is completed and help if they need to answer from the dashboard.