Feature Request: Automated Client Contact Preference Integration with Reminder System

Problem: When I send intake or demographics forms to new clients, I ask how they prefer to be contacted (email, SMS, app notifications, etc.). However, Upheal doesn't automatically use those preferences for the reminder system. I have to manually configure reminder communication methods for each client based on what they told me in their form — this is repetitive and error-prone, especially when managing dozens of clients.

Request: Create an automated integration where:

1. Clients indicate their preferred contact method(s) in intake or demographics forms (a native Upheal form field)

2. The system automatically captures that preference data

3. The reminder system (session reminders, form reminders, etc.) automatically uses each client's stated preferences without manual intervention from me

Example Use Case:

• Client fills out intake form and selects "I prefer SMS reminders"

• Upheal automatically sets that client's reminder communication method to SMS

• Session reminders are sent via SMS automatically, without me having to manually configure it in Settings > Scheduling for that client

Ideal Setup:

• Add a "Contact Preference" or "Reminder Preference" field to intake forms

• Map that form field to the reminder system backend

• Allow providers to set a default if a client doesn't specify a preference

Benefit:

• Eliminates manual data entry and configuration for every client

• Reduces errors from misconfigured or forgotten preferences

• Respects client autonomy — uses their stated preferences automatically

• Saves significant time for solo and small practices managing many clients