Is there a way to link a consultation form?

[rosetreats]

I use JotForm to send consultation forms to my clients. There are different ones for different services. Is there a way to link paperwork to send to clients with the confirmation of the appointment? If not, wouldn't that be a great addition? Does anyone know of any apps that can link? Thinking of trying Zapier....

[Summer2024 · Accepted solution]

Hi there, @rosetreats! 

Automated forms can be sent to customers when they book services. However, for this to work properly, you will have to create the forms through Square Contracts. I have some info for how to do that if you would like to take that direction. 

You can create a custom template from scratch or build a custom template based on one of the Square predefined templates:

• to create a custom template from scratch, select New template under Custom templates to create a custom template from scratch. 

• To create a custom template based on one of the Square predefined templates, select the Square template you want to start with from Standard templates.

1. Once the template type has been selected, add details into the Template information and Contract information sections > Next.

2. Add clauses or fields to the contract. Custom templates require you to add at least one clause or field in order to save. 

3. Review and click Next to save your template.

Note: custom contract fields are available with an Appointments Plus or Premium or Invoices Plus subscription.

To enable the digital forms from your Square Appointments dashboard 

1. Sign in to your online Square Dashboard

2. Select ‘Add form’ to add a template to automatically send.

3. Select whether you want forms to send to all customers or only customers who haven’t completed this form before, and/or for all services or specific services only.

4. Click Save.

You can check out this Support Article that goes into more detail about sending automated forms with Square Appointments.

I hope this helps!