Not able to email form more than once

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Lesley Parr

• December 27, 2021 23:27

I've sent a client a form to sign but they're not able to find the email and Simple Practice won't allow me to send this again. How do I get the form to the client for them to sign in the software without deleting their entire account and starting over?  Thanks!!

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  Sara

  • December 29, 2021 18:54

  Hi Lesley,

  If the client hasn't activated their Client Portal, you can resend the Client Portal invitation by going to the client's Overview page > Edit > Client Portal. I recommend having the client check their junk/spam folder to see if they can find the email there. Additionally, you can confirm that the email was delivered by checking the Send Emails Report. If the client has already activated their Client Portal account, you can delete and resend the form, or send the client your Client Portal URL so that they can log in to complete the form. You Client Portal URL can be found at Settings > Client Portal.

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