3riverstm
03-17-2024
10:16 PM
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How to create automated intake form
I see that I can create an edited optiom intake form with TypeForm. Is there a way to include the form link to a specific service so when the client receives the automated text, they are prompted to fill out the form?
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1 REPLY 1
Doran
03-26-2024
11:47 AM
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Yes, if you go to your Appointments tab and then scroll down in the left side menu you will see SETTINGS ---> COMMUNICATIONS.
On that page, scroll down to FORMS. ---> Add a Form.
All your templates should pop up and you can assign the form to specific services. That way when clients book the form will auto-send to the client. You can also set it to send every time or just once a year or just the first time, etc. I have different intake form for different treatments and this has been super helpful.
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