📝 Overview
Client forms allow you to collect key information before, during, or after appointments. This article walks you through how to create and customize forms, set up delivery rules, send them to clients, track completion status, and export completed forms for your records. Whether you're using prebuilt templates or building a form from scratch, these tools help streamline client intake and documentation in the software.
✏️ Create a New Form
Set up and customize a form, then activate it when you're ready for clients to complete it.
Click the arrow to learn how to create forms
Click the arrow to learn how to create forms
⚠️Disclaimer:
The form builder and completing forms are not available via the mobile app and would need to be done via a web browser.
If a name field is required on the form and the client responds with a name that is different than what is listed on the client profile, it will update the clients profile to match the name submitted on the form.
💡Pro Tip:
Use descriptive field labels and clear instructions to reduce confusion.
Double-check form settings (like messaging delivery and required triggers) before activating the form.
From the Appointment Book, go to More, then select Forms.
Click the + icon in the lower-right corner.
Choose a prebuilt form (e.g. Liability Waiver) or create a custom one, then click Continue.
From the Create Form screen, you can choose from the following options to click and drag on to the form:
Short/Long Answer
Single/Multiple Choice
Dropdown
Scale
Date/Time
File Upload
Signature
Client Info
Text Header
Paragraph
Separator
You can also mark questions as required, duplicate, or delete them. The client will see your business name and the form subheading when they fill out the form.
Use the Look & Feel section to upload a logo and change header colors.
Click Continue to go to Form Settings, then choose:
Form is not required
Form is required each time an appointment is booked,
Form is required only the first time an appointment is booked, and
Form expires and needs to be completed every (choose a number) month(s).
If you select any option other than 'form is not required', you will have the option to select which services the form is required for.
Click Activate Form to start using it.
🛠️Enable Auto-Sending
Automatically send forms to clients based on appointment requirements.
Click the arrow to learn how to automatically send forms
Click the arrow to learn how to automatically send forms
⚠️Disclaimer:
Automatic delivery only works if messaging is enabled for your account and the client has a valid email or phone number.
Open Forms in the software.
Select the Settings option.
Under the Required Form Notifications option choose Email, Text Message, or Both to enable automatic sending.
Click Save.
📤 Send Forms to Clients
Forms can be sent from a client’s ticket or profile, depending on your workflow.
🧾 From a Ticket
Click the arrow to learn how to send a form from a ticket
Click the arrow to learn how to send a form from a ticket
💡Pro Tip:
In the Appointment Book, look for the form alert in the upper-right corner of each appointment tile:
A red icon means the required form has not been completed.
A yellow icon means the form has been completed.
If there is no icon, then no form is required for that appointment.
This quick visual helps you track form completion at a glance.
From the appointment book, locate and open the clients ticket.
Click Complete Now.
Choose whether to Fill out Form Now or send the form via email, text message, or both.
👤 From the Client Profile
Click the arrow to learn how to send a form from the client profile
Click the arrow to learn how to send a form from the client profile
💡Pro Tip:
You can enter a different phone or email without changing the client’s profile info.
Select Clients within the software.
Locate the client you would like to send the form to.
Select the Forms tab.
Selecting Pending Forms will give you a drop down list of forms that need to be completed. Selecting Complete Now will allow you to choose a new form to be completed.
Choose whether you would like to send the form via text, email, or both.
📊 View Form Responses
Locate completed or pending form submissions in the client profile or the Forms section.
⚠️Disclaimer:
Sending a form link directly to a client or having a general link to forms within a webpage will not attach the completed form to the client profile or create a new client in the software.
💡Pro Tip:
If a deleted form is recreated as a new form, previous client responses will not carry over. The client would need to recomplete that form. It is best to update an existing form rather than deleting and recreating.
👤 From the Client Profile
Click here to learn where to locate responses in the client profile
Click here to learn where to locate responses in the client profile
Go to the Clients screen, and select the client you wish to view the forms of.
Select the Forms tab.
Here you will see the client’s pending forms and completed forms.
📑From the Forms Page
Click here to learn where to locate responses on the forms page
Click here to learn where to locate responses on the forms page
Click More, then choose Forms.
Click on the form you would like to view the responses to.
Switch to the Responses tab in the upper right-hand corner. You can select which form you look at by clicking the names on the left-hand side bar or clicking on one of the arrows at the bottom of the screen. You can also go right to the client’s profile from the form response screen if you want to see what other forms this client has filled out.
🖨️ Print and Export Forms
Forms can be printed or exported from either the client profile or the Forms screen.
👤 From the Client Profile
Click the arrow to learn how to print from the clients profile
Click the arrow to learn how to print from the clients profile
Select Clients within the software.
Locate the client you would like to print the form for.
Select the Forms tab.
Click on the form from the Completed Forms section on the left side bar.
Click Export or Print.
📑From the Forms Page
Click the arrow to learn how to print from the forms page
Click the arrow to learn how to print from the forms page
Click More, then choose Forms.
Select the form you would like to print.
Click the Responses tab in the upper right-hand corner.
Select Export or Print.
You can print these forms one at a time, and you can choose the form of a specific client by looking at the list on the left-hand side
❓ FAQs
Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
How do I resend a form?
Click the arrow to view the answer
Click the arrow to view the answer
From a ticket: click Complete Now on the appointment card or via Appointment Details, then choose to send by email, text, or both.
From a client profile: Go to the Forms tab, then use Pending Forms or Complete Now, select the form, and choose the delivery method.
How do I duplicate a form?
Click the arrow to view the answer
Click the arrow to view the answer
Click Duplicate Form at the bottom of an activated form's settings. It will create a copy with “(1)” appended to the name.
Can I edit a client’s name via form?
Click the arrow to view the answer
Click the arrow to view the answer
Yes, if a required name field differs from the profile, the client's name will be updated to match the response.
Can I use forms via mobile?
Click the arrow to view the answer
Click the arrow to view the answer
Not at the moment. Forms can’t be viewed, created, or filled out within the mobile app. However, you can send clients a form link from the appointment card.