Standard forms let you produce referrals, letters, reports and medical certificates inside splose and send them straight to a client or another practitioner. Everything stays attached to the client's record, so you're not switching between tools or losing track of what was sent.
In this guide, we'll show you how to create a standard form from a client's record, fill it in, and send it to the right recipient.
Before You Begin
You'll need at least one form template created in splose before you can send forms. If you haven't set one up yet, see Set up form templates before continuing.
Sending standard forms
Attach a form to an appointment template (automated)
Including a form in your appointment confirmation template means splose sends it automatically when a client books, no manual action required.
To set this up correctly, you'll need two confirmation templates: one for new clients and one for returning clients. Intake forms are typically only needed for first appointments, so keeping these templates separate ensures forms only go to clients who haven't filled them in before.
The steps below walk through setting up the new client template with a form attached.
Go to Settings > Appointment templates.
Open your new client confirmation template, or create a new one.
In the SMS message, place your cursor after your text and select Form from the placeholder options.
Repeat for the email message. Place your cursor after your text and select Form from the placeholder options.
Save the template.
Go to Settings > Services and open a service used for new client appointments.
Select Notifications and choose your new client confirmation template under Confirmation notification.
Repeat steps 6 and 7 for each service where you see new clients.
Clients booked into those services will now receive a secure form link in their confirmation message.
Send a form manually from a client's profile
Use this method when you need to send a form outside of the automated flow. For example, if a client missed their confirmation message or you need to send a follow-up form.
Search for the client and open their profile.
Select the Forms tab.
Click New form.
Select a form template from the list.
Optionally, associate the form with an appointment and choose whether to pre-fill client details.
Click Create.
Select the three dots next to the form and choose Copy link to share the form with your client.
Once the client completes the form, the date and time of completion will appear on the form record.
Things to Note
You can view a form at any time — whether it's complete or incomplete — by selecting three dots > View from the client's Forms tab.
From the form view, you can email the form directly to the client, download it as a PDF, copy the link, or archive the form.
You can modify a form and save progress at any time before it's submitted.