When you're busy running your business, handling client intake or registration forms is just one of those things you don't have the time to chase down!
Our bread and butter over here at Schedulicity is, you guessed it, scheduling. It's what we do best, and where our focus lies. Since we're not about doing anything halfway, we're holding out on building our own forms feature, and are instead working on finding a partner who does forms as well as we do scheduling. We're thinking together we could make some magic happen! ✨
That said, we do have a little trick to help out 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:
- Navigate to Settings from the Schedulicity Dashboard
- Click on the "Policies" tile
- Choose "Email Policies"
On this page, 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 👆). Be sure to save any changes you make on this page.
Just add a note and the link into that email message, and anyone who books with you will automatically get that message. From there they can fill out the forms before they come in for their appointment!
👉 If you're a service-based business, this is a great trick for getting a Covid-19 waiver or assessment form out to your clients as well!