Create and send client forms
Collect intake details, consent or safety information before an appointment.
Forms can be requested manually or added automatically when a booking matches your rules. Required forms can warn staff before an appointment is completed.
In the app Build templates in Forms and manage responses from the appointment or client.
Open Forms and tap the plus button.
Add the name and description, then choose Standard or Safety. Safety forms create an auditable record and can have a validity period.
Choose status, whether the form is required and whether it is requested automatically.
Set when it appears, which services trigger it and when it is due.
Add questions, information text, choices or consent wording, then save the form.
Open an appointment and use Add form for a manual request. Open a listed form to review or complete it when permitted.
In the portal The portal offers the same form library and appointment form controls.
Open Forms and select Add form.
Complete Details, When it appears, Safety validity when relevant, and Questions.
Set the form active only when it is ready for use, then save it.
Open an appointment, select the plus button in Forms and choose a template to add it manually.
Open a form request to review answers, save a draft or complete a staff-due form.
What the client sees What changes or appears for the person booking.
The client receives the form through their account or booking journey. Required questions must be completed before the form can be submitted. Completed answers remain linked to the relevant client and appointment according to the form type.