Sending Forms to Clients and Staff Members

Once you have finished creating your form template, you can enable it. Once enabled, forms are sent to the client and added to the appointment details.

Sending forms to clients

Once a client form template is enabled, the form will be included in automated messages, and a button to submit the form will be displayed when a client books online or through Express Booking™. After a client has submitted a form, it will not be included in subsequent automated messages.

Note: While forms are automatically included in emails, they are not included in text messages by default. You can change this by going to Settings > Automated Messages and enabling the Include form requests toggle for each individual text message.

Sending forms to staff members

Once a staff member form template is enabled, the form will be located in the appointment details for the staff member to complete. Depending on the staff member's permissions, it will also be available to complete in the mobile app.

Clients can also fill out forms in person if they arrive for their appointment but haven't submitted their forms yet.

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