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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jun 10, 2022

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Allow clients to add themselves to prospective clients list

Have a way for new clients to fill out information and add themselves to the prospective clients list.
App Type TheraNest App
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  • Guest
    Reply
    |     Feb 15, 2023
    Yes, just like people can add themselves to the active list but instead list them as prospective.
  • Guest
    Reply
    |     Mar 4, 2022
    I would like to see the ability to utilize a form for prospective clients to ultimately add themselves to this list; I'm thinking this would be really great for intake inquiries.