thread Re: Is there a way to attach a .pdf file to the confirmation email in Appointments in Archived Discussions (Read Only)

Is there a way to attach a .pdf file to the confirmation email in Appointments

AWellnessWithin — Sat, 10 Dec 2016 01:17:53 GMT

I am new to Square Appointments, is there a way to attach a .pdf file to the confirmation email that is sent. My clients like to fill out "new client paperwork" before they arrive for their appointments and I can't find a way to send it to them other then email.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

Tom — Sat, 10 Dec 2016 01:18:28 GMT

Hey @AWellnessWithin, welcome to the seller community and thanks for surfacing this!

At this time, the option to attach a .pdf file with the confirmation email is not available with Square Appointments. I can definitly see how this would help make your appointments more efficient and provide a streamlined experience for your customers. Rest assured that I'll share this with our Product Liaison team.

For now, you might consider asking your new clients to provide their email with your service description if they'd like to get a jumpstart on the paperwork. Please let us know if anything else comes up, and thank you for your patience as we're always working to improve based on seller feedback.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

AWellnessWithin — Mon, 12 Dec 2016 20:33:55 GMT

Thanks Tom...thats a huge feature that would save me a bunch of time now that I am usuing square appointments, because I now have to go into outlook and send a seperate email for new client paperwork.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

PCO — Tue, 11 Apr 2017 15:30:05 GMT

This is a service my business needs as well.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

dmgoshalmt — Wed, 01 Nov 2017 16:12:18 GMT

Is this a feature that has been updated. I am looking for a way to this as well.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

Helen — Fri, 03 Nov 2017 21:46:53 GMT

@dmgoshalmt This feature hasn't been added but I'll share our vote with the Product Team. Thanks for posting!

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

MadePMU — Tue, 17 Dec 2019 20:18:40 GMT

Has this been updated yet?

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

Kassi_ — Wed, 18 Dec 2019 23:36:14 GMT

Hi @MadePMU -

Thank you for reaching out about this Feature Request. I don't have a timeline for this being added to our Appointments system. Keep an eye out for updates from our Product Team on this feature.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

batyourlasheswi — Tue, 21 Jul 2020 20:16:51 GMT

Has this feature been added yet?

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

ashc — Wed, 22 Jul 2020 11:14:15 GMT

@batyourlasheswi If it ever does we'll be sure to update the thread.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

tranquilsole — Sat, 21 Nov 2020 14:16:50 GMT

I'm just here to add that I would also love to see this feature.

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

JustinC — Sat, 21 Nov 2020 16:59:26 GMT

Thanks for adding your vote to this thread! Tagging your post so the Product Team can see!

@tranquilsole

Re: Is there a way to attach a .pdf file to the confirmation email in Appointments

cachins — Fri, 19 Mar 2021 05:27:58 GMT

We can definitely use this feature to. As an Animal Rescue, I have "Surrender" as a service.. It would be nice they could get a surrender form we already have upon booking so it can be filled out when they arrive. I have looked in to the Apps and none of them seem to all me to recreate our form without a paid subscription (are we a non-profit so fund are scarce). 🙁