How to create automated intake form

3riverstm — Sun, 21 Sep 2025 11:47:18 GMT

I see that I can create an edited optiom intake form with TypeForm. Is there a way to include the form link to a specific service so when the client receives the automated text, they are prompted to fill out the form?

Re: How to create automated intake form

Doran — Tue, 26 Mar 2024 18:47:36 GMT

Yes, if you go to your Appointments tab and then scroll down in the left side menu you will see SETTINGS ---> COMMUNICATIONS.

On that page, scroll down to FORMS. ---> Add a Form.

All your templates should pop up and you can assign the form to specific services. That way when clients book the form will auto-send to the client. You can also set it to send every time or just once a year or just the first time, etc. I have different intake form for different treatments and this has been super helpful.

thread How to create automated intake form in Customer Engagement

How to create automated intake form

Re: How to create automated intake form