Connect Form to Package
Requires clients to complete a specific form when they purchase a package, before their appointment is booked. Commonly used to collect pre-consult intake information or liability waivers at checkout. Ties any form in your library directly to any package you offer.
Built by SE Team
The problem it solves
Providers often need specific information, or a signed waiver, before a client's first session, but collecting it separately from the purchase means chasing clients down after they've already paid or booked. Tying the form directly to the package guarantees it's completed at the moment of purchase, before the appointment happens.
What's included
- Form-to-package linking by form ID and package ID
- Required form completion during the package purchase flow
- Support for liability waivers, consult intake, and custom pre-visit forms
- Form fields rendered inline as part of checkout
- Completed responses stored to the client's profile
How it works
A form is linked to a specific package, so that purchasing the package requires completing the form. Once connected, the form's fields render inline as part of the client's purchase experience. Completed responses are saved to the client's profile alongside their package purchase.
Connect Form to Package requires clients to complete a designated form as part of purchasing a specific package, collecting the information a provider needs before a consult happens. It's built for any provider using Healthie Packages and Forms who wants intake information or a signed waiver gathered before an appointment is booked. The form is linked to the package by its form ID and package ID, and the form's fields render inline as part of the purchase flow itself.