If you are currently using forms, such as an intake form, it may be nice to know that you can also digitalize these. The completed intake form is directly linked to the customer and can always be found quickly and easily.


Create forms

Go to Settings → Customers → Forms

You have different answer types, which are further explained here:

  1. Open question: you get a field where you can type the answer manually

  2. Yes / no question: the question can only be answered with yes or no

  3. Multiple options, one answer: you select one option from a list of answer options

  4. Checkboxes: you select one or more options

When filling in the form, it will look like this: 

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