How to View Forms Your Customer Has Filled Out

After you client fills out her forms, how can you review her forms? This article answers that question.
A
Written by Adebayo
Updated 9 months ago

Follow these steps to review the forms your client has filled out.

Step #1: After you've opened the PMU Forms App, click the button "View Clients"

Step #2: Find the client in your clients list

For example, below we've scrolled to our client, "Linda Lovely"

Step #3: Click "View Appointments"

Step #4: Click "View Forms For Appointment"

That's it! Now you can tap on each of the forms to see what answers the client entered for her forms! 😊

You can also click, "Tap to Sign Forms For Appointment" to start the signature process.

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