Ability to have automation and customization for Forms
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Hannah Jo Mounty-Weinstock commented
We'd like to enable conditional formatting in the intake forms so that clients can indicate at each visit if they are new or or returning, if new then full new intake form, if returning, then confirm whether anything's changed since their last appointment or not without having to fill the form out all over again.
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Shawn Vogt commented
Forms:
Currently 2 options for "send this form"
1. Every appointment
2. Only first appointmentWould be great if there were a third option "every follow up appointment". Sending the "Only first appointment" and every other appointment thereafter of the new 3rd option.
Example: A massage client fills out a "lengthy" 1st appointment form. Upon follow up visits all we need is to know that there are no changes to the original questions. So on follow up visits customers are not annoyed with the lengthy original process.