Forms
Important notes for creating Forms: When significantly changing forms, always clone and create a new one, don't remove fields that you need to refer ...
Mon, 4 Aug, 2025 at 3:09 PM
This article considers how you can add an electronic consent form to your forms using our Forms Builder. You can complete these steps either from a pre-...
Thu, 8 May, 2025 at 3:55 PM
Please bear in mind that forms are submitted back to patient record based on the DOB and email address provided. If you cannot find a form submitted to ...
Mon, 5 May, 2025 at 9:55 AM
Unlinked forms happen if the email or DOB in the form submitted isn't the same as the email/DOB they booked in with. The forms match back based on the ...
Tue, 16 Sep, 2025 at 2:53 PM
Helpful Hints to make sure your intake form is completed: 1. Add information to the Short Description of your Services: Go to Services -> open th...
Mon, 1 Sep, 2025 at 10:54 AM
If a client hasn't received their booking confirmation email with the intake form, you can use the following steps to resend the message: 1) Diary ...
Tue, 2 Sep, 2025 at 2:53 PM
To manually send an intake form that doesn't have an appointment, follow the below steps to obtain the form link: 1) Go to Content 2) Click Forms ...
Wed, 3 Nov, 2021 at 10:25 AM