Send forms before the appointment
Share a link or email the form. You can also configure email delivery before eligible appointments.
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.
Automatic delivery requires activation, the client’s email and sending resources.
Step by step
- Choose the client, active template and, when relevant, appointment and professional.
- Create the form and check the recipient before emailing or sharing an available link.
- For automatic delivery, assign templates to services and enable the lead time in notifications.
- Check delivery, opening and signing statuses separately.
Usage details
Automatic delivery uses email for eligible appointments and requires activation and the client’s email. Professional permissions may restrict link access. Creating a form does not prove delivery or signature.