Send an intake form to a client

1. Open the client's case view (click the client in your Clients list).
2. Click Send intake form. DoulaFlow generates a secure, per-client link and emails it to the client (when they have an email on file). You'll also see the link with a Copy Link button so you can share it yourself by text or email.
3. (Optional) Click Preview intake form first to see exactly what the client will fill out.

What the client gets: an email with a link — nothing to install and no account needed. The link opens a short multi-step questionnaire (contact & care team, pregnancy details, birth preferences, and a few notes). When they submit, the answers land back in their record — you'll see the completed intake on the client's profile, and a PDF copy is saved to their documents.

The link is unique to that client and expires in 7 days. If it expires or they need a fresh one, just click Send intake form again.