How do I assign a preparation form to a client?

Say you want to assign a preparation or pre-session form to a client. Here are two ways to do it. The first is to simply assign a Worksheet (bonus points if you make the preparation form a Template). More on assigning Worksheets here.

The second way is to configure the system to automatically send one out as scheduled prior to your appointments. Here's a step by step on how to do so.