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
Patient intake - collect personal details and consent
Mental health questionnaires
Follow-up forms – to check in after treatment or gather feedback
Create the form you want to send in Forms
Click New reminder or edit an existing one
Choose the service, location, and team member or resource
Under occurrences of bookings, select any booking or first booking
Choose the form you want to send
In the message box, type # and select the form you want to send from the list
Edit the message text to include a short note to the client, then save your changes
Make sure your form is complete and easy to use
Test your automated message by booking yourself in for the service