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“Select which documents are automatically sent to clients during appointments.” This is where a consent form or an intake questionnaire stops depending on somebody remembering it, and starts going out on its own.

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What this tab controls

Everything you could send is grouped into four sections. Each row is a document; selecting it makes it a default, and a selected row grows two more controls. A running summary sits above the list and again in a bar at the bottom of the screen: “{n} defaults · {n} auto-send”.

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Set it up

1

Find the document you want to send

Scroll to its section. If a template you just built is missing, select Refresh.
2

Select its checkbox

The row lights up and gains Applies to and Auto-send on booking. The badge on the right changes to Enabled.
3

Scope it to the right services

Select Applies to. Leave All services ticked if it goes to everyone — a privacy policy, say. For anything service-specific, untick All services and tick only the services that need it.
4

Turn on Auto-send on booking

This is the switch that does the work. Without it the document is a chosen default; with it, the document goes out on its own.
5

Select Save Defaults

You will see “{n} default documents saved successfully.”

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What changes once you save

From the next appointment onwards, every template you marked Auto-send on booking is attached as that appointment is created — so the client receives it without anyone remembering. Scoped documents only go out when one of their services is on the appointment; unscoped ones go out every time. A document selected but not set to auto-send changes nothing automatically. It is simply pre-chosen, so it sits at the top of the list when someone sends documents by hand. Appointments already in the diary are unaffected — this applies to appointments created after you save. Turning a document off stops future sends and does nothing to anything already sent, signed or filed; signed documents stay on the client’s record permanently. Unticking a document also clears its service scope and its auto-send setting, so re-selecting it later starts from All services, auto-send off.

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Check it worked

Book a test appointment for a service you scoped a document to. The document should appear on that appointment without you attaching it, and the client should receive it. Open Documents to confirm it is listed against them.

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Common issues

Defaults are chosen from templates that already exist. Create or activate a document template first — see Documents — then come back and select Refresh.
Managers and accountants can open this tab and read it, but only the owner can save. The rows are visible and inert.
“Upgrade to the Essential plan or higher to include validated scored measures as default documents.” The other three sections work on every plan.
Selecting is not sending. Open each row and check Auto-send on booking is on — that switch is what makes delivery automatic.
Its Applies to still reads All services. Open it, untick All services, and tick only the services it belongs to.
The scoping list is built from your active services. Add or reactivate the service first, then set the scope.