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Set up standard form templates

Create intake forms, service agreements, consent forms and more- ready to send, reuse and automate.

Standard form templates allow you to create pre-built forms that can be re-used or attached to appointments. This article will guide you through the steps to set up a standard form template.

How-to

Set up standard form templates

To set up a standard form template:

  1. Go to Settings, then select Automation, then Forms, and click + New template.

    Screenshot of Settings Automation Forms page with the New template button highlighted

  2. Select the form type. This can be a Standard or Embeddable form.

    Screenshot of form type selection showing Standard and Embeddable options

  3. Add your form question types. On the right-hand panel, there is a list of response types that you can drag into the form builder.

    Screenshot of form builder showing available response types panel on the left

  4. Click Save to save the template.

Further information

For more information on forms, see:

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