Managed clients don't have the app, but they can still complete an intake form. Cradled generates a private link they fill out in a browser, and the answers come straight back to you.
Sending a form
- Open the managed client and find the Forms & plans card.
- Click + Send form.
- In the Send a form via email dialog, pick a template.
- Choose how to deliver it:
- Enter the client's email and click Send via email, or
- Leave the email blank and click Just copy link to share it yourself (text, your own email — however you like).
The client opens the link (a cradledapp.com/form/<token> page), fills out the sections, and submits. Their responses appear back in the same Forms & plans card.
Tracking responses
Sent forms show their status — Sent, Opened, or Submitted (with a timestamp). You can copy the link again, or archive a form (which stops its link from working).
Connected clients
If a client is on the app, you don't need the email link — assign the plan directly and it shows up on their Care tab. See Assign a plan template.