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
- Once you’re ready to start sending your form, go back to your Forms page
- You will see your form under DRAFTS
- Swipe left on your form and click on the settings icon
- Check off "Ready to send" when you're ready to publish and automate your form
- Relevancy of your forms–Let us know if the form is related to all services or a specific one
- Under when to send, check off "Send after booking"
- 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.