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Share a form with a client

Created: Nov. 24, 2022, 7:44 p.m. Last updated Nov. 24, 2022, 7:44 p.m.

Share a form with a client

When sharing a JotForm with a client, it is important to share it from AppointmentGuru so that it can successfully be linked to their profile

To share a form:

  1. From the client detail page, click "client info" -> "forms."
  2. Click "share a form."

Result

This will load the standard AppointmentGuru share dialog with a link and QR code which you can use to share this with your client. The link will include the necessary details to connect the client's form submission with their profile in AppointmentGuru

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