Digital forms: intake, health and consent

Digital forms let you ask clients questions while they book. Think of an intake for new clients, a health questionnaire before a massage, an allergy question before colouring or a consent form for a piercing. No more paper at the desk: you read the answers with the appointment.

Create a form

1. 1

   Step 1: Go to Businesses, click Manage next to your business and open Forms.

2. 2

   Step 2: Click New form and choose a template, or start with a Blank form.

   There are templates for a Health questionnaire, Client intake, Consent form and Feedback form. You can change everything afterwards.

3. 3

   Step 3: Give it a Form name and, if you like, an Introduction.

   Clients see the introduction above the questions.

4. 4

   Step 4: Add questions with Add question and choose the Answer type for each.

   For example Short text, Long text, Date, Dropdown, Single choice or Checkboxes. Tick Required if the client must answer.

5. 5

   Step 5: Under When is it asked?, choose For every service or Only for some services.

   With the second option, tick the services, for example only your colour services.

6. 6

   Step 6: Make sure Form is on is switched on and click Save form.

   

   Close

What does the client see?

When a client books a service that has a form, a step with your questions appears after they pick a date and time. Required questions must be answered before they can continue.

Read the answers

• With the appointment: click the appointment in the agenda. The answers are under Form answers.
• Per form: click Responses in the list of forms to see every completed form, with the date and the linked appointment.

Close