video1.0<iframe src="https://www.loom.com/embed/67d7b78c0a0845aea1427a55201afe25" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/67d7b78c0a0845aea1427a55201afe25-87b7883eb1bbbf2c.gif211.4In this video, I walk you through the powerful capabilities of our forms feature, which allows you to send templates to clients for completion and signature, automatically saving them to their profiles. I demonstrate how to navigate to the templates tab, edit existing forms, and utilize various field types to customize your forms effectively. Additionally, I highlight the importance of marking fields as required and using conditional logic to enhance data collection. I encourage you to explore the default templates, duplicate them as needed, and start customizing forms that suit your practice best. If you have any questions, please reach out to our support team for assistance.