Sending an Intake Form when a Client Books Online

Digital intake forms are completed online by clients and are sent via email after finishing the online booking process. Clients are requested to complete the following sections: Personal Information, Complaints, Existing Conditions, and Waiver. To enable them to automatically send: 

  1. Navigate to your Business tab.
  2. Select Settings.
  3. Select Client Intake Form.
  4. Select the checkbox next to Automatically send intake forms to new clients.
  5. With the setting enabled, a client who does not yet have a form on file will receive a request to complete one. The email is triggered as soon as the booking is complete.
  6. If the form has not been completed by the time the appointment reminder email sends (if enabled), the client will receive a second request to complete the form. Once a form is on file, the client will not be prompted to complete another unless a request is manually triggered by the business.
  7. The completed form automatically populates in your account for viewing, and contraindications and medications are flagged in the client's record and on all appointments booked for that client.



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