Digital Forms, Consent & Waivers
Build digital intake questionnaires, consent forms, and waivers with electronic signatures. Auto-send before appointments, collect responses online, and keep everything organised in one place.
The Forms module lets you create professional digital forms for client intake, consent, and waivers. Choose from eight field types including electronic signatures. Link forms to specific services so they auto-send when appointments are confirmed. Clients complete forms online before their visit, and submissions are stored against both the client profile and the appointment. Print any form or submission with a single click.
What's included
Key capabilities of forms & intake
Form builder
Create forms with named sections and eight field types: short text, long text, multiple choice (single/multi), dropdown, yes/no, signature, and info blocks for display-only content.
Electronic signatures
A signature pad field lets clients draw and capture their signature directly in the form — ideal for consent forms and waivers that need a signed acknowledgement.
Service linking
Apply a form to all services or select specific ones. When a matching appointment is confirmed, the form is automatically sent to the client.
Frequency control
Choose whether to send a form every appointment or only once per client. "Once per client" skips clients who have already completed the form.
Auto-send on confirmation
Active forms with auto-send enabled are automatically created and sent when a matching appointment is confirmed — no manual action needed.
Manual send
Send any active form to a specific client on demand, with or without linking it to an appointment. The client receives an email and SMS with a link.
Submissions tracking
View all submissions (pending and completed) from three places: the form editor, the client profile, and the appointment detail. Each submission stores responses as they were at the time of completion.
Print forms and submissions
Print form previews and completed responses directly from the browser in a clean, print-friendly layout. Save as PDF for your records.
Business notifications
When a client completes a form, your business and the assigned team member receive notifications. Configure channels in Automated Messages.
Archive and restore
Archive forms you no longer need and restore them later. Archived forms and all their submissions remain accessible.
How forms work
Create a form
Go to Forms, click Add Form, give it a name, and start building with sections and fields.
Configure settings
Link the form to services, choose frequency (every appointment or once per client), and enable auto-send.
Activate
Click Activate to make the form live. It will auto-send on appointment confirmation for linked services.
Client completes
The client receives an email and SMS with a link. They complete the form in your online booking portal.
Review submissions
View completed responses from the form editor, client profile, or appointment. Print or save as PDF.
Plan availability
Feature
Starter
Professional
All prices in AUD, GST included. No currency conversion fees.
Frequently asked questions
What field types are available?
Eight field types: short text, long text, multiple choice (single select), multiple choice (multi-select), dropdown, yes/no, signature, and info block (display-only text).
Can clients sign forms electronically?
Yes. The signature field type provides a drawing pad where clients draw their signature directly in the browser. Signatures are captured and stored with the submission.
Can I print a form or submission?
Yes. Both form previews and completed submissions have a Print button that opens a print-friendly layout. You can print directly or save as PDF.
How does auto-send work?
When a form is active with auto-send enabled, the system automatically creates a pending submission each time a matching appointment is confirmed. The client is notified via email and SMS.
Can I send a form without an appointment?
Yes. When manually sending a form, the appointment link is optional. You can send to any client at any time.
What happens to submissions if I edit a form?
Existing submissions are preserved as they were. Changes only apply to new submissions going forward.
Related features
Ready to try forms & intake?
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