Where to find it

Open Clients, select the client, then use the intake-form action in the client profile.

Step by step

1

Open the client record

Confirm the client name and email address before creating the link.

2

Choose the intake sections

Select the health-history sections and any optional waiver or AI-consent section that applies.

3

Create the secure link

MyoMesh creates a client-specific link. Do not reuse it for another client.

4

Send or copy

Use Send Email, or copy the link and send it through your approved communication method.

5

Confirm completion

Return to the client profile to review the completion status and submitted information.

Important checks

  • Do not send client links to shared or unverified addresses.
  • If a link is no longer valid, generate a new link from the client record.
  • Do not ask clients to send health information in ordinary email.

Test safely: Use Firebase Dev and Stripe test mode for workflow tests. Do not create live client, payment, package, or membership records just to test a guide.