Attach forms to real workflows
Use forms as part of booking, onboarding, or follow-up instead of as detached questionnaires.
Feature · Forms
Forms that plug directly into the booking path
Forms are most useful when they shape the booking or onboarding flow directly instead of living in a separate form tool.
Intake data living outside the client record
Manual copy-paste from form tools into notes
No smooth way to tie forms to real offers or sessions
What the feature handles
Keep answers on the client record
Responses stay close to the session, contact, and related work.
Less tool switching for clients
Booking, forms, and payment can happen in the same system.
What gets easier
- Better pre-session prep.
- Less copying and chasing.
- A smoother intake experience for clients.