Send forms to your clients by email and SMS after an appointment has been confirmed. This is great for intake forms and pre-care instructions.

To start, please refer to the article: Creating forms

Steps:

  1. Once you’re ready to start sending your form, go back to your Forms page
  2. You will see your form under DRAFTS
  3. Swipe left on your form and click on the settings icon
  4. Check off "Ready to send" when you're ready to publish and automate your form
  5. Relevancy of your forms–Let us know if the form is related to all services or a specific one
  6. Under when to send, check off "Send after booking"
  7. Choose to have your form show every time a client books or only the first time

Your forms will be listed at the bottom of the confirmation email under the appointment details.

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