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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 a week 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, we’ll start designing our first version and make a big announcement when the feature is available!

If you have a few moments, we’d love to hear more specifics about what you are dreaming of here: https://qjb77kpb2gs.typeform.com/to/RgWsfrhc

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 the "Policies" tile

  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 👆). 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! 

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