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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 7 months ago

While we don't have forms just yet, we are actively gathering information as to what people are needing when it comes to forms. Once our research is complete, weโ€™ll start designing our first version and make a big announcement when the feature is available!

In the meantime, 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 ๐Ÿ‘†). Save your changes!
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