Accessing Forms

1. Click on "Forms" on the Sidebar Menu. 

2. A drop-down menu will appear showing all available forms. Scroll up and down to locate the form you want to access. 

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• Emailing Credit Card Authorization Forms

  1. Click "Clients" on the Sidebar Menu. 2. A list of all of your clients will appear. Go to the left column and click the three pink dots that will appear on the client row. Click the "Email CC Auth Form" button. PLEASE NOTE: You can only send Credit ...