Fill in a form with a client

Clients answer forms on your booking page or through their booking’s link. If they haven’t, they can fill one in with you.

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

Dashboard

1. Choose All bookings in the sidebar and open the booking.
2. Under Forms, find the form marked Not answered and choose Fill in.
3. Hand over the screen: the client answers and signs in the box.
4. Choose Save.

iPhone and iPad

1. Tap Bookings and tap the booking.
2. Under the forms, tap Fill in.
3. Hand over the phone: the client answers and signs with a finger.
4. Tap Save.

Android

1. Tap Bookings and tap the booking.
2. Under the forms, tap Fill in.
3. Hand over the phone: the client answers and signs with a finger.
4. Tap Save.

See answers

A booking’s Forms card shows Answered or Not answered for each form. All of a client’s forms are on their record under Forms, with who answered, when, where, and the signature.

Only owners, admins and managers see answers to health-information forms.