Forms that go out with the booking
Link a form to the services that need it. When someone books, the form goes out with their confirmation and they fill it in at home. The answers are there before they walk in.
/ Notes and forms
Forms in before they arrive. Notes only you read.
Health and consent forms go out with the booking and come back filled in. Treatment notes are encrypted, and every view is logged.
/ The problem
A new patient arrives five minutes early and spends twenty filling in a form on a clipboard. You read it while they wait on the couch. Afterwards, their notes go into a cabinet, or a laptop anyone in the clinic could open.
/ How it works
Start from a template
Open Forms & records and start from a template. Check it against your professional body's guidance, then link it to the right services.
Encrypted treatment notes
Write treatment notes against each appointment. They're encrypted with your business's own key and readable only by the people you allow.
Every view logged
Each time someone opens a note, it's recorded. If you're ever asked who has seen a patient's notes, you have the answer.
Answers on the booking
The client's answers sit on their booking and their record, so whoever treats them reads the answers before they start.
On for any trade
Forms and notes start switched on for clinics and beauty salons. Any other trade can switch them on under Business type & wording → Features.
What your client sees
A form in their confirmation email, filled in on their phone at home. No clipboard, and no reading out their medical history at the front desk.
What you see
Their answers on the booking before they arrive. After the appointment, you write the notes in the same place, and the access log shows every view.
/ Trades that use it most
Chiropractors and beauty salons start with forms and notes switched on. Personal trainers use them for health questionnaires. Any trade can switch them on in Business type & wording.
/ Try it in the demo
Book an initial consultation at Southdown Chiropractic, fill in the patient form, then open the booking in the admin.
/ Questions
Questions
Where are notes stored, and who can read them?
Notes are encrypted with your business's own key, in your business's own database. Only the people you allow can read them, and every view is logged.
Can I use my own forms?
Start from a template and change it to match your own form. Check it against your professional body's guidance before you use it.
Do clients have to fill in the form before every visit?
You choose which services the form is linked to. Link it to the initial consultation, not the follow-ups, if that's how you work.
My trade doesn't have forms switched on. Can I use them?
Yes. Switch them on under Business type & wording, then Features.
/ More features
Booking
Times from real hours, deposits, reminders and self-service changes.
Journeys
For taxi and chauffeur firms: fares, zones, bookings, flights, dispatch and drivers.
Jobs
For builders and trades: estimates, stages, variations, invoices, CIS and RAMS.
Website
Pages, a page builder with AI help, your current site brought across, on your own address.
Shop
Products, stock, barcodes, orders and subscriptions. Switch it off if you don’t sell.
Customers
One record per email, with history, tags, notes and a proper erase.
Bin the clipboard.
Start free and set up your first form. It goes out with the next booking.