Workflow Forms are structured, multi-step forms triggered automatically at key moments in the client journey — before a first appointment, at check-in, after treatment completion, or on a recurring schedule. Build forms using text inputs, multiple choice, yes/no toggles, rating scales, image upload, and consent checkboxes. Every completed form attaches automatically to the relevant appointment record, is flagged for staff review where required, and is permanently stored in the client's medical file.
Как работи
01
Navigate to Settings then Workflow Forms and click Create New Form.
02
Add your fields by choosing from: text input, multiple choice, yes or no, rating scale, image upload, or consent checkbox.
03
Configure the trigger for this form: send before the appointment, display at check-in, or request post-treatment.
04
Specify which service types or appointment categories this form applies to.
05
Activate — clients receive the form automatically via their preferred channel, either email link or SMS link.
Ключови характеристики
Multi-step form builder
Pre-appointment trigger
Check-in trigger option
Post-treatment trigger option
Text, choice, and rating fields
Image upload capability
Consent checkbox fields
Automatic appointment attachment
Професионални съвети
Keep forms concise — clients abandon lengthy forms. Five to seven focused questions outperform twenty generic ones.
Use rating scales in post-treatment surveys to generate structured, comparable satisfaction data over time.
Test every form on both desktop and mobile before activating — layout can differ significantly between devices.
Flag any question that relates to a clinical contraindication so staff are alerted to review before proceeding with treatment.
Feature Illustration
Workflow Form
Feature illustration