Automatically sending forms when a booking is confirmed helps streamline your workflow and ensures you have the information you need ahead of time
This is especially useful in clinical settings, where intake forms, assessments or consent forms are often required before the appointment
Examples of forms you might send
- Patient intake - collect personal details and consent
- Mental health questionnaires
- Follow-up forms – to check in after treatment or gather feedback
Steps to set up automatic form sending
- Create the form you want to send in Forms
- Go to Settings >Message Templates
- Open an existing message template, or create a new one
- Now, choose the form you want to send by inserting it into the message using a variable
- In the message box, type # and select the form you want to send from the list
- Save and close
- Make sure your message template is linked to an automation to ensure it gets sent
Pro tips
- Make sure your form is complete and easy to use
- Test your automated message by booking yourself in for the service
Learn more