Connect Form to Appointment Type
Requires clients to complete a specific form while booking a particular appointment type, before the appointment is confirmed. Ensures the information a provider needs for that visit is always collected upfront rather than chased down afterward. Useful for visit-specific intake questions tied to one appointment type rather than an entire package.
Built by SE Team
The problem it solves
Certain appointment types need specific information gathered before the visit, but if that collection happens separately from booking, providers end up chasing clients for it after they've already scheduled. Linking the form to the appointment type guarantees the information is in hand before the appointment can be booked.
What's included
- Form-to-appointment-type linking
- Required form completion during the booking flow
- Fields rendered inline as part of booking, before confirmation
- Support for visit-specific intake distinct from package-level forms
- Completed responses stored to the client's profile
How it works
A form is linked to a specific appointment type, so booking that appointment type requires completing the form. Once connected, the form's fields render inline as part of the client's booking experience, before the appointment is confirmed. Completed responses are saved to the client's profile alongside the appointment.
Connect Form to Appointment Type requires a client to complete a designated form as part of the booking flow for a specific appointment type, so the needed information arrives before the appointment happens rather than after. It's built for providers who want visit-specific intake collected at the point of booking rather than relying on a general intake process. The form is linked directly to the appointment type, and its fields render inline as part of the booking flow itself.