The right form for each service
Assign forms to your services and review which ones are needed for each appointment.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Step by step
- Open the service as owner or manager.
- Select its required template or explicitly mark that no form is needed.
- When creating an appointment with several services, review choices for different templates.
- If a previous signature exists, decide whether to request another or mark the appointment as covered.
Usage details
An undecided option does not mean a service needs no form. Decisions about relying on a previous signature belong to the business.