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  1. Alert for Completed Intake Forms

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    15 comments  ·  General  ·  Admin →
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    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Today we released a related feature: the schedule view.


    Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!

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    Jamie Tiedemann commented  · 

    When a guest does not complete a required form (like a massage health history form) prior to their appointment, have a flag on their appointment on the front desk page to alert the front desk they have paperwork to complete upon check in .