Send forms to your clients by email and SMS after an appointment has been completed. This is great for post-care instructions and surveys.

To start, please refer to the article: Creating forms


  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"
  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 appointment"

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