How do I attach a form to an appointment type?

When you attach a form to an appointment type, it means your clients will receive automated notification to complete the form. 

Attach a form

1. Click Settings
2. Click Services
3. Click Appointments
4. Create a new appointment by clicking the "+" symbol
5. Or edit an appointment by clicking on one of your saved appointments 
6. Down the bottom of setting your appointment details, click on the dropdown tab Attach a form or questionnaire
   
7. Select from one of your pre-made forms
   
8. Click Save

When does my client get it?

As soon as they book or confirm an appointment of that type they will receive an automated notification to complete their form. They complete it in the HealthBank app (web or mobile). If they can't use the app, you can fill it in together during the appointment.

Where are the answers?

Open your client's profile and click Forms. You'll see whether each form is started, not started or completed, and you're notified when they complete it. 

Need to build the form first? See How do I create and edit a digital form?

Go to Appointment settings in HealthBank →