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Introduction

The Forms module lets you build digital forms — such as intake questionnaires, consent forms, and waivers — and collect responses from clients before their appointments. Forms can be linked to specific services and automatically sent when an appointment is confirmed, or manually sent to individual clients at any time. Completed responses are stored against the client’s profile and the appointment, so your team always has the information they need.

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Key Features

  • Form builder: Create forms with sections and fields using a click-to-add interface with reorder controls
  • Eight field types: Short text, long text, multiple choice (single or multi-select), dropdown, yes/no, signature, and info blocks for display-only content
  • Sections: Group related fields into named sections with optional descriptions
  • Service linking: Apply a form to all services or select specific ones
  • Frequency control: Send a form every appointment or only once per client
  • Auto-send: Automatically create and send forms when an appointment is confirmed
  • Manual send: Send any form to a client on demand with email and SMS notification
  • Live preview: See exactly what clients will see before activating a form
  • Print: Print form previews and submitted responses directly from the browser with a print-friendly layout
  • Submissions: View all responses in the form editor, on the client profile, or on the appointment
  • Activate/deactivate: Control when a form is live without archiving it
  • Duplicate: Clone an existing form to create a variation quickly
  • Archive and restore: Soft-delete forms you no longer need, and bring them back if required

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Creating a Form

  1. Go to Forms in the sidebar
  2. Click Add Form
  3. Enter a Name (e.g., “Hair Consultation”) and an optional Description
  4. Click Save — you are taken to the form editor
The form is created in an inactive state. It will not be sent to clients until you activate it.

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Building Your Form

The form editor has four tabs: Builder, Settings, Preview, and Submissions.

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Builder tab

This is where you add sections and fields.

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Adding a section

  1. Click Add Section
  2. Enter a Title (e.g., “Medical History”) and an optional Description
  3. Use the up/down arrows to reorder sections

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Adding fields to a section

  1. Click Add Field within a section
  2. Choose a field type from the menu:
Field typeWhat it does
Short TextSingle-line text input
Long TextMulti-line text area
Multiple Choice (Single)Radio buttons — client picks one option
Multiple Choice (Multi)Checkboxes — client picks one or more options
DropdownA dropdown menu — client picks one option
Yes/NoA simple yes or no toggle
SignatureA signature pad where the client draws their signature — ideal for consent forms and waivers
Info BlockDisplay-only text (e.g., terms and conditions, instructions) — no client input
  1. Configure the field:
    • Label: The question or prompt shown to the client
    • Required: Toggle on to make the field mandatory
    • Placeholder: Optional hint text shown inside the input
    • Help Text: Optional additional guidance below the field
    • Options: For multiple choice and dropdown fields, add the available choices
  2. Use the up/down arrows to reorder fields within a section

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Removing sections and fields

Click the delete button on any section or field to remove it. Removing a section removes all its fields.

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Settings tab

Configure how and when the form is sent:
  • Apply to all services: Toggle on to link this form to every service, or toggle off and select specific services
  • Frequency: Choose Every appointment (form sent each time) or Once per client (form sent only if the client hasn’t already completed it)
  • Auto-send: Toggle on to automatically create and send the form when an appointment with a linked service is confirmed

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Preview tab

See a read-only preview of the form exactly as your clients will see it. Use this to check layout, wording, and field order before activating. Click the Print button to print the form preview in a print-friendly layout.

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Activating and Deactivating a Form

A form must be activated before it will be sent to clients.

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Activating

  1. Open the form in the editor
  2. Click Activate
  3. Confirm in the dialog
Once active, the form will auto-send on appointment confirmation (if auto-send is enabled) and can be manually sent to clients.

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Deactivating

  1. Open the form in the editor
  2. Click Deactivate
  3. Confirm in the dialog
Deactivating stops the form from being auto-sent for new appointments. Existing pending submissions are not affected — clients who have already received the form can still complete it.
Deactivating is different from archiving. A deactivated form is still visible and editable — it simply stops auto-sending. Use deactivate when you want to temporarily pause a form.

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Sending a Form Manually

You can send any active form to a specific client at any time.
  1. Open the form in the editor
  2. Go to the Submissions tab
  3. Click Send
  4. Select a client (and optionally link the form to an appointment)
  5. Click Send to confirm
The client receives an email and SMS with a link to complete the form.
If the form uses Once per client frequency, you cannot send it to a client who has already completed it.

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How Clients Complete Forms

When a form is sent — either automatically or manually — the client receives an email and SMS notification with a link.
  1. The client opens the link in their browser
  2. The form loads in the online booking portal
  3. The client fills in the fields across each section
  4. Required fields are validated before submission
  5. The client submits the form
  6. A confirmation is shown and the response is recorded
Clients can also view all their pending and completed forms for an appointment from the appointment forms page in the online booking portal. When a form is submitted, your business receives a notification via the notification centre, and optionally via email and SMS. If the form is linked to an appointment, the assigned team members also receive individual notifications based on their preferences.

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Viewing Submissions

There are three places to view form submissions:

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From the form editor

  1. Open a form and go to the Submissions tab
  2. See all submissions for this form — both pending and completed
  3. Click a submission to open the details in a read-only viewer. Use the Print button to print the submission

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From a client’s profile

  1. Go to Clients and open a client’s profile
  2. Navigate to the Forms tab
  3. See all form submissions for this client across all forms

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From an appointment

  1. Open an appointment
  2. Look for the Forms section
  3. See the status of each form linked to this appointment (pending or completed)

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Editing a Form

You can edit a form at any time, whether it is active or inactive.
  1. Go to Forms in the sidebar
  2. Click the form you want to edit
  3. Make changes in the Builder or Settings tabs
  4. Click Save
Changes take effect for new submissions. Existing completed submissions are not affected — they store the field labels and responses as they were at the time of submission.
If you rename or remove fields from an active form, new submissions will use the updated structure. Previously completed submissions retain their original field labels and responses.

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Duplicating a Form

  1. Go to Forms in the sidebar
  2. Click the three-dot menu on the form you want to duplicate
  3. Select Duplicate
A copy of the form is created with the same sections, fields, and settings. The copy is inactive by default.

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Archiving, Restoring, and Deleting Forms

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Archiving a form

Archiving hides a form from the default list and stops it from being sent to clients.
  1. Click the three-dot menu on a form
  2. Select Archive
  3. Confirm the action
Archived forms and all their submissions remain accessible — they are simply hidden from the default view.

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Viewing archived forms

Use the status filter on the Forms page to show archived forms.

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Restoring a form

  1. Filter the list to show archived forms
  2. Click the three-dot menu on the archived form
  3. Select Restore
The form returns to its previous state and can be activated again.

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Deleting a form

Permanent deletion is only available for forms with no submissions.
  1. Click the three-dot menu on the form
  2. Select Delete
  3. Confirm the action
Permanent deletion cannot be undone. If the form has any submissions (pending or completed), deletion is not available — archive it instead.

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Auto-Send Behaviour

When a form is active with auto-send enabled, the system automatically creates a pending submission each time a matching appointment is confirmed. The matching logic works as follows:
  1. The appointment is confirmed (whether booked online or by a team member)
  2. The system checks for active forms where auto-send is enabled
  3. For each matching form, it checks whether the booked services match the form’s linked services (or if the form applies to all services)
  4. If the form uses Once per client frequency, it checks whether the client has already completed this form — if so, it skips
  5. A pending submission is created and the client is notified

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FAQs

Q: Can I edit a form after it has been activated? A: Yes. You can edit a form at any time. Changes apply to new submissions only — completed responses are preserved as they were. Q: What happens to submissions if I edit a form? A: Existing submissions are not affected. Each submission stores the field labels and response values as they were at the time of completion. Q: Can I send a form to a client without an appointment? A: Yes. When manually sending a form, the appointment field is optional. Q: What is the difference between deactivating and archiving? A: Deactivating keeps the form visible and editable but stops auto-sending. Archiving hides the form from the default list entirely. Both preserve existing submissions. Q: Can a client complete a form more than once? A: It depends on the frequency setting. If set to Every appointment, the client receives the form with each appointment. If set to Once per client, the client only receives it once. Q: What field types are available? A: Short text, long text, multiple choice (single select), multiple choice (multi-select), dropdown, yes/no, signature, and info block (display-only). Q: Can I print a form or a client’s submission? A: Yes. Both the form preview and individual submissions have a Print button that opens a print-friendly layout you can print or save as PDF. Q: Can I require certain fields? A: Yes. Toggle the Required option on any field. The client cannot submit the form until all required fields are filled in. Q: How does the client receive the form? A: Clients receive an email and SMS with a link to complete the form in your online booking portal. Q: Can I see which clients have not yet completed a form? A: Yes. In the Submissions tab of any form, pending submissions are shown alongside completed ones. Q: Do I need a specific subscription to use Forms? A: Yes. Forms is available on the Professional plan and above. If you don’t see Forms in your sidebar, check your subscription or contact support. Q: Can I link a form to specific services only? A: Yes. In the Settings tab, toggle off Apply to all services and select the specific services the form should be linked to. Q: What happens if I archive a service that is linked to a form? A: Nothing changes on the form side. Archived services won’t generate new appointments, so the form linkage is effectively inactive. You don’t need to update the form.
  • Clients — View form submissions on a client’s profile
  • Service Catalog — Manage the services that forms are linked to
  • Automated Messages — Configure the notifications that include form links
  • Online Booking — Set up your online booking portal where clients complete forms