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

[AWellnessWithin]

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.

[Tom · Accepted solution]

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.

[AWellnessWithin]

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.

[PCO]

This is a service my business needs as well.

[batyourlasheswi]

Has this feature been added yet?

[ashc]

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

[dmgoshalmt]

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

[Helen]

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

[MadePMU]

Has this been updated yet?

[Kassi_]

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. 

[tranquilsole]

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

[JustinC]

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

@tranquilsole

[cachins]

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). 🙁