Sending Forms to Clients

Once a client form template is enabled, the form will be included in automated messages for clients to complete. Clients can also complete their forms after booking online or completing an Express Booking™.

Once a client submits a form, the form will not be included in subsequent automated messages.

Client forms are not included in automated text messages by default. To change this, open the Settings app and select Automated Messages. Enable the Include form requests toggle for each automated text message.

If a client arrives for their appointment but hasn't submitted their forms, they can fill out and sign the forms in person.

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Remind clients to fill out their forms

You can use an automated flow to check if a client's upcoming appointment has incomplete forms.

If the appointment has incomplete forms, you can send a message to the client with a link that allows them to complete all their forms before their appointment.