Create a consultation or consent form

Who can do this: You need to be an owner, admin, manager or developer to do this.

1. Choose Services in the sidebar, then Forms and choose New form.
2. Under Start from, choose a template (consultation, consent, intake or patch test) or A blank form. For a blank form, give it a Name and Kind.
3. Choose Make it. The form opens.
4. Under Questions, change or add questions with Add a question. For each, write the Question, choose the Answer type, and tick Required if it must be answered.
5. Under Used for, choose Add a service, pick the Service and When it’s asked: Before booking, On the day or Optional.
6. Choose Save form.

Answer types include short and long answers, choices, yes or no, a date, a number on a scale, A signature, and A consent: words agreed to, which shows the exact words the client agrees to.

Health information

Tick Health information for forms with medical answers. Their answers are sealed, and only owners, admins and managers can read them.

Versions

Changing the questions makes a new version. Answers already given keep the questions they were given to. Versions lists them.

Archiving

Archive takes a form out of use immediately, without asking you to confirm. You can’t bring an archived form back. To see archived forms, choose Show archived forms.