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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 โ˜• or a snack ๐ŸŽ and get ready to follow along.

๐Ÿ†• Since Alex put on this workshop, Intake Forms have gotten even better. You can now easily and securely collect your clientโ€™s Insurance Information and Credit Card info!

Looking for more on Intake Forms?

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As always, if you get stuck on anything, donโ€™t hesitate to give us a call, email, or chat!