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Intake Form Workshop


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Join Alex as he takes you on a deep dive into Intake Forms!

This session is full of tips, tricks, and little nuggets of gold, so grab a beverage ☕ or a snack 🍎 and get ready to follow along.

🆕 Since Alex put on this workshop, Intake Forms have gotten even better. You can now collect your client’s Insurance Information! Check out how.

Looking for more on Intake Forms?

You can check out these great guides:

As always, if you get stuck on anything, don’t hesitate to give us a call, email, or chat!