*Must have “View Form Responses” and “Advanced Forms” privileges enabled for staff to be able to complete these actions.
Print a Blank Form
To print a blank form that can be filled out on paper (note: must have business manager privilege setting enabled):
Navigate to Manage Business settings, then Forms
Select the form you want to print
Select Print in the bottom right corner
Note: you can also select “Save as PDF” from the print menu to save the blank form as a PDF.
Before a client or staff member has submitted a form for an appointment, 3 options are available in the Forms tab of the Client Profile::
Mark As Completed Offline: The form will be submitted, despite it not being completed. Use this option when an automatically-added Client form does not need to be resubmitted, such as when the form was completed outside of Boulevard.
Save Draft: The form will be saved as a draft for future completion. The form will stay unlocked, able to be opened and completed at a later time. It will be marked with a blue "Pending" label.
Save & Submit: The form will be submitted and locked. No future changes can be made. The form will be marked with a green "Completed" label.
After submitting a form, 3 options are available:
Archive Form: This will archive the current form. A new "Pending" form will automatically be added to the appointment.
Print Form: This will open a connected printer window. This also provides the option to Save the form (below).
Add Note: This will allow a note to be added to a completed form
Saving and Sending Forms
Click Print Form
In the print window click Open PDF in Preview (or similar)
Click File > Export as PDF > name the file > Save
With the file now saved, you can attach it to an email for sending