To Insert a new Form into your booking and reminder emails, please see the steps and screenshot below.
- Go to Business Setup -> Your Clinic -> Message Settings
- Select the Service Category from the drop down menu --> Click in the body of the email and arrow down to expand the body of the message
- Click into the email body where you would like the form link to be, e.g. after some text requesting the form to be completed (as below screenshot)
- Select the INSERT FORM button --> select the form you wish to link --> OK
- Click SAVE
- Repeat for all service categories as needed. Remember to add it to both booking and reminder messages if desired.
To improve the chance of the form being completed, modify the subject to include a call to action, e.g. 'intake form - please complete'
The video below outlines these steps, however the screens have been updated to what you see in the above screenshot.