Form links are accessible to everyone. For intake forms, agreements, and questionnaires, anyone who opens the links can submit the form after completing the required fields, and the submission will be recorded in our system.

Regarding check-ins, as these are exclusively for existing clients, only they should be able to respond to check-ins. When individuals attempt to fill out a check-in, they are prompted to provide their email. Upon entering the email, we verify if it matches any of your clients' email addresses in our system. If there's no match, a notification will appear, stating, "Cannot find client, please check the email address and try again."

If the entered email belongs to one of your clients, the client's name and avatar will be displayed. A button will appear, allowing your client to "Continue as the found client." If the displayed information doesn't match, your client can click "It's not me?" to return to the email entry page. Once your client verifies the correct identity and clicks continue, they will be directed to the form page.