Clients fill in and sign forms online before their visit. Forms are sent with the services you choose.
Studio → Forms
- Open “Forms”.
- Start from “+ New client intake”, “+ Treatment consent”, “+ Medical history (Good Faith Exam)” or “+ Blank form”.
- Set the “Name”, “Type” and “Introduction”, then edit the “Questions”. Use “+ Add a question” for more.
- Tick “Needs a signature”, “Every visit (not just the first)” and “Send automatically” as needed.
- Under “Send with”, tick the services (none means every service).
- Tap “Save form”.
Good to know
- To send a form by hand, open the client’s card → “Forms” → “Send a form”, then share the link.
- Signed forms are saved on the client’s card.
Lead Clickz™