Questionnaires (e.g. intake forms) as well as contracts (that have to be signed) can now be filled in by customers digitally. On this page we will explain how that works.

Create a form

You can create two different types of forms:

  • A questionnaire (for example for an intake form)

  • A contract - which can be signed by your customer

We have a separate help page for creating forms. Read it here.

Send a form by mail

Did you create the forms you need? There are three different ways in which a form can be filled in:

  • Via the customer's profile, by opening the form and filling it in manually

  • Via the appointment of a customer, by opening the form via the appointment and filling it in manually

  • Sending the form by email, this way the customer fills it in and sends it back to you

On this help page you can find more information about the last option - sending your form by mail.

No. 1 - send the form to your customer via the customer profile

  • Look for the right customer in your customer database

  • In the upper left corner, click on Fill in a form

    A list of available forms appears. Click on the envelope icon for the form that you want to send: email.

  • A pop-up will open. Here you can add a subject and a message.

  • Click on send to send the form to your customer

  • A sign saying email sent tells you the mail has been sent

No. 2

  • Look for the right appointment in the agenda

  • Open the appointment and click on forms on the right side

  • A list of available forms appears. Click on the envelope icon for the form you want to send: email.

  • A pop-up will open. Here you can add a subject and a message.

  • Click on send to send the form to your customer.

  • When the mail has been sent a message will appear saying: ‘Email sent'.

Fill in a form digitally

This is what the customer will see in their email:

Receiving a digitally filled in form

You get two kinds of notifications in case a customer has filled in a form digitally:

  • By email: we send a notification to the notification mail address

  • On your dashboard: newly received forms appear in the 'Activity' list. Click on a notification to see the form.

Do you have any questions? Let us know. We're always happy to help.


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