Client forms overview
Client forms allow you to collect important information from clients before or during their appointments. In this guide, you will learn how forms work and how to set them up.
What are client forms?
- Client forms are digital questionnaires that can be sent to clients before or during appointments.
- They help you collect health information, preferences, consent, or any other data relevant to your services.
- Forms can be created from templates or built from scratch with custom fields.
How forms are sent to clients
- Forms can be sent automatically when a client books a specific service.
- They can also be sent manually from a client profile or an appointment view.
- Clients receive a link via email or SMS to complete their form before arriving.
Sending forms before the appointment saves time and allows your team to prepare for each client's specific needs.
Available form types
- Basic forms include standard questions like name, contact details, and a signature field.
- Custom forms allow you to add tailored sections with different question types, such as multiple choice, short text, or date fields.
- All forms include an optional digital signature field for consent purposes.