Products > FormsAdd-On
Go paperless with customizable digital forms
Clear the clipboard clutter by creating unlimited digital forms for your business. They take the guesswork out of when and if a form is needed to help take the “work” out of your paperwork.
Completely customizable to tick all your boxes
Whether you need intake forms, consent waivers with digital signatures, or safety surveys, our tailor-made templates can collect any information to suit your unique business needs. Plus, forms can be created for specific locations, the services you offer, and how often you need it.
Flexible forms to make check-in a breeze? Check.
Forms can be fitted to whatever is most convenient for your clients, whether they prefer to review in-person or have them auto-emailed prior to an appointment. Client forgot to fill one out beforehand? Forms are on your iPad at reception as well. Done and done.
Easily access all important client info
Client data is always at the ready with forms attaching directly to client profiles and appointments. Plus, status indicators let you know which forms still need to be completed, ensuring you have all the info you need.