How can I automatically ask a client to fill out my intake form before their first session?

The easiest way to perform this task is to include a link to your intake form in the initial notification or reminder sent to clients before their first meeting with you.

Please follow these steps:

1. Go to https://www.colib.io/settings?show=appointments.
2. Open the appointment types corresponding to a first session with your client.
3. Edit the content of the reminder and the initial notification directly in the text editor, and add your form URL.