Forms & Annotations
Powerup Your Bookings With Custom Forms
Forms & Annotations
Popular Forms & Annotations Features
Functional Form Builders
Versatile drag-and-drop form builder to create simple to comprehensive forms in minutes for any business (ex. SOAP Notes, charting, intake forms, consent forms, questionnaires, post appointment follow-ups, surveys, etc).
Think Big! More than just forms. Draw on canvas, annotate on images, pin items, add notes, upload and create galleries and more.
Let your creativity come out with easy to use and advanced annotations for easy note taking, charting, session notes etc.
Store Securely in CRM
Keep calm and appointment on! Keep a 360 degree view of your client forms & documents all in one place.
All received forms from clients and all forms submitted internally are all stored securely in one central location for quick access and peace of mind.
Tidied Forms Dashboard
Ditch the paperwork and the messy filing cabinet. Electronically capture vital data with beautiful, automated and integrated forms.
Every appointment is now an easy way to capture and store received client data. Smart filters and easy sorting allow you to easily find what you’re looking for.
Let Clients Complete Forms Online
Turn a regular online booking into an pre-appointment information gathering with attached or embedded forms.
Let your clients answer a couple quick questions, or attach a complete form to eliminate regular pre-appointment paperwork.
Digital signatures lets you instantly collect a time-stamped e-signature within any custom for you create.
Streamline the process of signing waivers, consent forms, intake forms or other legal documents by giving clients the ability to sign & complete documents online.
Email Remind Clients
Send out a friendly automated reminder for clients to complete their form(s) before their upcoming appointment.
Easy Custom Form Settings
Be in charge of every aspect of your forms. Customize which services are associated to which forms, when the forms get sent, who can access the information on the form, link form values to the client records, automatically lock the form after an appointment and more.
Quick Access From Anywhere
Access, attach new forms or manage assigned forms for an appointment easily through the calendar or CRM.
Complete forms through a quick access to the quick or advanced appointment window.