The Finisher.
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 Clients and forms

Check a client's form

Read what a client has told you, and clear any health answer that needs a look.

  1. Step 1: On To do, "Health answers to review" lists clients who answered yes to something. Click the name.

    On "To do", under "Health answers to review", click the name.

  2. Step 2: Their card shows the answer at the top, under "Health: to review". Read it, then press "Mark as reviewed" so it leaves your To do.

    Read the answer, then press "Mark as reviewed" so it leaves your To do.

  3. Step 3: Every form they have signed is listed under Forms, newest first. Click one to read it in full.

    Every form they have signed is listed under Forms, newest first.

  4. Step 4: A signed form shows each question and answer, with the date and time they signed. Press Print for a copy.

    Each answer and the signing time are shown. Press Print for a copy.

Good to knowHide good to know

In your Diary, a sign on a booking says the form is not done yet. Anyone who has not filled it in appears on To do under "Forms not done yet".

Every name in the pictures is made up.

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