---
title: Client Form Invitations
description: "Similar to sending form invitations to a youth's contacts to fill out via email, you can also send form invitations to a youth via email. For youth in a residential or detention facility, it is strongly encouraged that the [client…"
url: "https://docs.youthcenter.net/docs/client-form-invitations/"
updated: "2026-09-23"
category: Case Manager
tags:
  - Case Manager
  - Form Builder Responses
---

# Client Form Invitations

Similar to sending form invitations to a youth's contacts to fill out via email, you can also send form invitations to a youth via email.

For youth in a residential or detention facility, it is strongly encouraged that the [client portal resource](https://docs.youthcenter.net/docs/client-portal-access-form-invitations/) is used to reduce the need for youth to access their personal email addresses.

### Sending Form Invitations

To send a form via email to a youth, find the form in YC (often under "other forms") and select the "new invitation" button.

![To send a form via email to a youth, find the form in YC (often under "other forms") and select the "new invitation" button.](https://docs.youthcenter.net/wp-content/uploads/2025/10/image-2.png)

Fill in the necessary information shown below and click "save."

![Fill in the necessary information shown below and click "save."](https://docs.youthcenter.net/wp-content/uploads/2025/10/image-6.png)

The youth will receive an email, as shown below, that will allow them to access the form in a secure portal.

![The youth will receive an email, as shown below, that will allow them to access the form in a secure portal.](https://docs.youthcenter.net/wp-content/uploads/2025/10/image-7.png)

### Giving Form Access while Creating Custom Forms:

To create a new Custom Form, open the "Administration" tab, followed by "Form Admin."

Select "Custom Forms" and select the green "New form" button.

![To create a new Custom Form, open the "Administration" tab, followed by "Form Admin."

Select "Custom Forms" and select the green "New form" button.](https://docs.youthcenter.net/wp-content/uploads/2025/05/image-61.png)

Fill out the normal information needed for your form creation.

For invite access, be sure the "allow invitations" box is checked; otherwise, the default boxes can be left blank as needed. Click Save

![For invite access, be sure the "allow invitations" box is checked; otherwise, the default boxes can be left blank as needed.  Click Save
Below are descriptions of the fields:

Allow invitations: Others can be invited to fill out this form.

Default Invitation Expiration: How many days should an invitation be active before it expires?

Default Invitation Message: Along with the necessary information, what else would you like to say in the invitation? (Optional)

Read only: Rarely used, but if you have a form that must be completed on paper

Send to EMR: If an EMR is connected, the responses for this form will be sent to EMR system.](https://docs.youthcenter.net/wp-content/uploads/2025/10/image-4.png)

Below are descriptions of the fields:

- **Allow invitations**: Others can be invited to fill out this form.
- **Default Invitation Expiration**: How many days should an invitation be active before it expires?
- **Default Invitation Message**: Along with the necessary information, what else would you like to say in the invitation? (Optional)
- **Read only**: Rarely used, but if you have a form that must be completed on paper
- **Send to EMR**: If an EMR is connected, the responses for this form will be sent to EMR system.

Click Save if edits are complete. Or choose Save and Next for additional edits to the form.

### Giving Form Access for Previously Created Custom Forms

Open the "Administration" tab, followed by "Form admin."

Choose the Custom Form you would like to give invitation access to.

Select the down-caret and choose Edit form.

![Select the down-caret and choose Edit form.](https://docs.youthcenter.net/wp-content/uploads/2025/05/image-60.png)

Scroll to the "Invitations" section and ensure that the check box for "active" and "allow invitations" is checked.

![Scroll to the "Invitations" section and ensure that the check box for "active" and "allow invitations" is checked.](https://docs.youthcenter.net/wp-content/uploads/2025/05/image-59.png)

Fill in the information details as necessary and as described above.

Click Save if edits are complete. Or choose Save and Next for additional edits to the form.

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