Forms cover intake questionnaires, medical history, consent, and post-treatment sign-off. You build a template once and send it as many times as you need.
Build a form
Clients → Forms → New form
Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.
Per-form settings worth knowing:
- Category — how the form is grouped in the list and in a client's documents
- Signature — whether a signature is captured at the end
- Expiry — a default number of days a sent link stays live
Each template has version history, so you can see what changed and when. A form already sent to a client keeps the version they were sent — editing a template never rewrites a completed submission.
Send a form
Clients → Submissions → Send, or from a client's profile, or from the Send button in the top bar.
Pick the form
The active templates you're allowed to send.
Pick who gets it
One client, several selected from the directory, or everyone carrying a particular tag. If the person isn't in the directory yet you can add them inline without leaving the send screen.
Set the expiry
Default seven days, adjustable. The screen tells you the exact date the link will stop working.
Choose the email
An email notification goes with the form by default, using one of your email templates. You can turn it off and share the link some other way.
Send
Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.
Track a submission
Clients → Submissions lists everything sent. Each one moves through these states:
| Status | Meaning |
|---|---|
| Draft | Created but not sent |
| Sent | Delivered, not yet opened |
| Viewed | The client opened the link |
| In progress | They started answering |
| Completed | Submitted, and signed if the form asked for a signature |
| Expired | The link passed its expiry unanswered |
| Archived | Filed away |
The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.
You can resend, extend, or cancel outstanding forms in bulk from the list.
Attach forms to a service
A service can require a form. Set it on the service under its Forms tab, and the form is offered — or required — as part of that booking.
Filling a form in the clinic
Kiosk turns a tablet at the front desk into a self-serve station: the client picks their form, fills it in, signs, and hands the tablet back. The kiosk is PIN-protected so a client can't wander into the rest of the app, and it locks out after repeated wrong PINs.
Reading the answers
Completed submissions appear on the client's Documents tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.
Reporting
Growth → Reports → Forms funnel shows how many forms you send, how many are opened, and how many come back completed.