Use contracts as intake forms

[oliverghuang]

It would be great if we could use contracts as intake forms. Some businesses require a consent form to be signed before service can begin.

• Customer can use a url to load/complete a contract. Currently contracts need to be individually created/emailed to a specific email.
• Contract submission creates customer in Square with contract data attached.

[LexiLynn]

I am an esthetician and would love this option! I currently use Jotform as well, but it would be so nice for Square to offer it and automatically send it out for specific services booked or first-time clients. Vagaro and Glossgenius both have this feature already. I love Square, but I would be lying if I said I hadn't thought about switching because those company cater to the beauty industry more than Square does. 

I have been looking through the Seller Community posts and this has been requested by so many people for so many years! Let's get this prioritized, please!

[winniecheng]

Hi @oliverghuang @LexiLynn, my name is Winnie and I'm a product manager on the Square Appointments team. We do have a feature powered through Square Contracts that automatically sends intake forms for clients to sign after they book an appointment. A few more details:

• You can setup forms that collect consent for free. If you are on Appointments Plus or Premium, you can also setup forms that collect data.
• You can configure forms to send only for specific services booked or for clients who haven't yet signed (e.g. first-time clients).
• Clients see form links in their appointment notifications (both SMS and email).
• On appointments where forms were sent, you will see "Sent Forms" and the completion status of each form.
• You can setup the feature through Appointments > Communications in your online Square dashboard, see more on setup here.

I'm curious if this feature would work for your needs. Feel free to tell me more about what you're looking for or reach out here if you have any questions.

[oliverghuang]

Hi @winniecheng. Could the contracts be accessed via a url in addition to being sent via email or automatically after booking an appointment?

We do take appointments but a majority of clients are walk-in. We currently have them scan a QR Code to load a JotForm to fill out on their phone. That's more seamless then having to send them the form via email when we're already in talking in person.

We then use an integration to create their customer profile in Square from their JotForm submission.

It would be great if this could all be done directly in Square!

[winniecheng]

Hi @oliverghuang apologies for the delayed response! Unfortunately we don't have a wya to access the URL for the contract - today you can only email contracts to clients. But it makes sense why you need that for walk-in customers and why it would easier if it could be done in Square - we'll take this into consideration for roadmap planning.

[MollifyMassage]

It's nice that the contracts have automation, but they're not automatically attached to the client profile as a file. So silly!

[AZDMX]

A consent form contract option would be awesome! Please implement 

[MollifyMassage]

Now you can send a contract as an intake form for new clients BUT it still doesn’t attach to the client’s profile. It is only attached to that initial appointment. You have to go into that appointment to tap on the client intake form. Ugh.