thread Re: Can i send forms/contracts manually clients existing before creating? in Appointments & Bookings

Can i send forms/contracts manually clients existing before creating?

Immaculatebrows — Sat, 15 Nov 2025 18:13:33 GMT

I created forms through contracts, how do i send to clients that are already existing on my schedule? It's not automatically sending them now. I've gone to the clients profile and it seems you can do everything else but that?

Re: Can i send forms/contracts manually clients existing before creating?

Summer2024 — Tue, 18 Nov 2025 16:44:24 GMT

Hi, @Immaculatebrows !

Currently, forms and contracts only auto-send when attached to new bookings going forward, not retroactively to appointments that were already on your calendar before you linked the form.

My advice would be to manually go in to your client's profile and email the form to them.

I know this is extra work in the backend, but it will get the job done.

Just to clarify, the form sends automatically to customers who book appointments, just not to the ones already in the schedule after the form was completed?

Re: Can i send forms/contracts manually clients existing before creating?

Immaculatebrows — Wed, 19 Nov 2025 03:18:50 GMT

Thank you, gosh you’d think this feature would be easy to add.

Re: Can i send forms/contracts manually clients existing before creating?

tomven — Sat, 06 Dec 2025 23:18:48 GMT

Thanks for clarifying @Summer2024

@Immaculatebrows I would definitely log this as a feature request - I tried to search in the Feedback Hub but didn't find anything exactly like your request - and I reckon this would help so many others!