Client forms (pre-appointment)
Menu Appointments → Client forms (when the module / feature is enabled for the store).
Prepare consent or intake forms that clients complete before (or around) an appointment — via a link sent by email or SMS.
What it is for
| Need | Use |
|---|---|
| Consent | Have clients acknowledge information before a treatment |
| Intake | Collect history, allergies, useful details for staff |
| Bilingual | French and English content required before activation / client send |
| Linked to services | Attach a form to services or sub-services |
Create or import a form
- Open Client forms.
- Create a form in the designer (text, checkboxes, signature, etc.), or
- Import a PDF and choose:
- FR or EN only — fills that locale; Also complete the other language (on by default) can auto-translate structure / labels;
- FR + EN — one bilingual PDF (often half / half) fills both locales at once.
- Both text PDFs and scans are supported (server-side OCR). Circles become radio choices, squares become checkboxes — review in the designer.
- Check / complete both languages (name + content) before activating.
- Link the relevant services / sub-services and choose the send frequency.
On edit, Import a PDF (language) can fill FR or EN without recreating the form (same mirror-translation option).
Send frequency (with appointment reminders)
| Option | Meaning |
|---|---|
| First clinic visit | Once per client in this store |
| First linked sub-service | First time a linked sub-service is on the appointment |
| Every linked appointment | Every appointment that includes a linked sub-service (default) |
Automatic send follows appointment email/SMS reminders (when the module is ON and the form is active).
Send a test
On the list or edit page: Send a test.
- Start from an appointment (pre-fills the client) or enter a recipient.
- Works even if the form is not active yet.
- Blocked if FR or EN is incomplete (same rule as client send).
Client side
The client opens the public link: header with their details (first name, last name, phone, email, date of birth), store-themed form, signature / fields as designed, storefront footer. Header fields are prefilled — no need to rebuild them in the designer.
Success criteria
- I create or import a FR + EN form and activate it.
- I link it to a sub-service and understand send frequency.
- I send a test and open the link as a client would.
- An appointment reminder can trigger a send when frequency rules allow it.