Automatically Send Out Forms when an Appointment is Booked

You may want to send out a form when an appointment is booked, or with the appointment email reminder. If you want an intake form to be sent automatically, you will need to add a service indicating the first appointment, for example, Initial Appointment. If you add Form Automation to all services, a form will be sent out every time that service is booked.

1. Log in as the Admin
2. Click on the Gear icon (top right header)
3. Click on Base Setup
4. Click on Services
5. Click on Service Name
6. At the bottom of the slide-out, setup Form Automation
7. Click Save