Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
A way to allow potential new clients to schedule a consultation call through the calendar.
This would be for clients who are not yet established clients and want to self-schedule based on therapist availability through a calendar.
Yes! I'd love to have a simple way to send the paperwork packet to prospective clients. I don't care if it's via the client portal itself or if there is some alternate limbo universe kind of situation. Let's make this happen!
We would love to have this feature! No reason to add a client as an active client if the client is not going to do as they need to and send back signed forms via portal so we can start sessions. This is a great idea!
