FAQ: Forms & Charting

When you disable a form template, any existing appointments for which the form has already been requested will not be changed.

If you need to remove a form request from an appointment, locate the form in the appointment details and select Remove.

If you update a form template that is currently enabled, form submissions will not be affected.

Form requests will be updated automatically, unless the form is In Progress. If the form is In Progress, the form will display a message allowing the staff member to switch the form to the updated template.

If the appointment services are changed, forms are not automatically updated or removed from the appointment. You will need to manually remove any forms that are no longer required and add the correct forms.

You can add the Appointment Details form field to client and staff member form templates to include the appointment date, time, services, and service providers on the form. Once the form is submitted, the appointment details on the form submission will not be affected if the appointment is changed or rescheduled.

You can have an internal automated message sent to specific email addresses when a client, staff member, or external form is submitted. You can also specify an email address that should only receive emails for external form submissions.

To set up the internal automated message, open the Settings app and select Automated Messages > Form Submitted.

You can also build an automated flow with the Form submitted trigger to receive an email or text message when a form is submitted. By using an automated flow, you can also include form responses in the notification and send different notifications based on the form response.

To print a form submission from a desktop computer:

1. Open the form submission.

2. Highlight the text you'd like to print.

3. Right-click and select Print. In the print dialog box, your web browser may also include the option to save the selection as a PDF.

When viewing a form template, you can duplicate it by selecting Duplicate from the "..." menu.