Can I send more than one form to a client?

You can send a client as many forms as you need, for example an intake form before their first appointment and a shorter check-in before follow-ups.

One form per appointment type

Each appointment type can have one form attached. Your client gets it automatically when they book that type of appointment. For example, attach your intake form to "Initial consultation" and a check-in form to "Follow-up". See How do I attach a form to an appointment type?

Sending another form

You can also send a form to a client on its own, outside of a booking. Send it from either:

• the Forms page, or
• your client's profile.

Putting everything in one form

If you'd like your client to complete everything before one appointment, build a single form with all the questions you need. See How do I create and edit a digital form?

Checking progress

Open your client's profile and click Forms to see which forms are started, not started or completed.

Go to Forms in HealthBank →