Send forms after a package is confirmed

Set up your forms to be automatically sent out based on the type of package booked. 

1. Go to My Practice > Automations
2. Click on the Red Fast-action Button and choose Send forms after package is confirmed
   
   
   
   
   
   
3. Select which packages you'd like to send when this automation is triggered
4. Check Allow clients to complete form(s) multiple times if clients will need to complete this form more than once.
   
   An example of this would be a form which requires clients to provide status updates after starting a new package.
   
   
5. Select the forms you’d like to send for this service type
6. Include additional notes to be included in the notification email
7. Click Create to save your automation