How to create a Pre-appointment/Treatment Form

Login to your Online Portal

• Click Forms in the side menu
• Click Add

• Enter your Form Title
  • Example: "Pre-appointment/Treatment Form" 
  • Optional: Include a Form Description to describe the purpose and intended use of this form
• Drag and drop Form Elements into your Form layout to add and format text, images, files, and other content fields as needed

• Once you are ready to set your Form Rules & Triggers, click Next Step - Settings
• Select whether you want this Form to be mandatory for everyone (regardless of which service or class they book) OR required for certain services
• To make the Form required prior the appointment/treatment, select "Require form before appointment"
  • Select whether you want the Form to be required before the first appointment only and when the Form should be repeated OR for every appointment
  • Select when clients should fill out the form immediately after booking or x days, months, years before appointment

• Click Preview to see how your form will look from the clients perspective
  • To complete your form at a later time, click Finish Later
• Click Publish, when you have finished creating your form