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Digital forms

Digital consultation forms connected to appointments

Collect the details your service needs before the appointment, with a form workflow that sits beside bookings and clients.

A connected workflow, not another isolated tool

Different services need different questions. MyAppointments includes a form builder and public form-completion flow so businesses can collect structured information for consultations, intake, consent, and preparation.

Why it matters

Less fragmented admin around every appointment

Ask service-specific questions

Build forms around the information your own appointment process requires.

Collect information before arrival

Give clients a digital route to complete requested details outside the premises.

Keep forms close to the work

Manage forms in the same application as clients and appointments.

How it fits together

From setup to daily use

Start with the rules of your service, then let MyAppointments carry that structure through the client and team workflow.

  1. 1

    Build the form

    Create the fields and wording appropriate to your service and policies.

  2. 2

    Request completion

    Use the supported public completion flow to collect the client response.

  3. 3

    Review before the visit

    Check the submitted information as part of appointment preparation.

Questions

Frequently asked questions

What kinds of forms can I create?

Businesses can build forms for workflows such as intake, consultation, consent, preparation questions, and policy acknowledgement.

Does a digital form replace professional or legal advice?

No. Your business is responsible for deciding what information and consent wording it needs and for obtaining professional advice where required.

Can clients complete forms online?

Yes. MyAppointments includes a public form-completion route for requested forms.