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Can I set up client intake or registration forms?
Can I set up client intake or registration forms?

A work-around for paperless forms required for booking, intake forms

Mikayla avatar
Written by Mikayla
Updated over 3 weeks ago

If you have all of those forms hosted somewhere (like on your business website, or as a Google doc) you can add a link out to those forms in the automatic email that goes out to clients when they schedule with you. Check out these steps:

  1. Head to Settings and click on Policies

  2. Choose Email Policies

Here, you'll be able to customize the message (and add a link out to those forms if you want to try that trick laid out above πŸ‘†). Save your changes!
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