Home Forms & waivers How do I create my waiver or intake form?

How do I create my waiver or intake form?

Last updated on Oct 20, 2026

How do I create my waiver or intake form?

Go to Settings › Forms, click New form, add your questions, and click Publish. Already have a waiver in Word or PDF? Click Upload a document and Happli builds the draft for you.

Build a form

  1. Click Settings in the top bar, then Forms (under People).
  2. Click New form.
  3. Give it a Name, for example "Spray tan consent".
  4. Under Kind, choose Form (intake, consent, aftercare) or Waiver. Waivers end with a signature.
  5. Click Create and edit.
  6. Click Add a question and pick a type: Short answer, Paragraph, Checkbox, Single choice, Multiple choice, Date, Text block (wording clients read but don't answer) or Signature.
  7. Turn on Required for anything clients must answer. Use the arrows to reorder.
  8. Watch What clients see on the right as you go.
  9. Click Save draft any time. Clients don't see a draft.

Upload your existing waiver

  1. On Settings › Forms, click Upload a document.
  2. Choose a Word (.docx) or PDF file of a blank copy, not one a client has filled in.
  3. Happli shows "Reading your document…" then "Building your form…". Nothing is created until it's done.
  4. The draft opens with the note "Draft built from your document." Read every question against your original and fix anything flagged before you publish.

Happli keeps your wording word for word and never rewrites it. Photos of paper forms aren't supported yet.

Publish it

  1. Click Publish.
  2. Read the statement and tick the box. It confirms the wording is yours and that Happli doesn't provide legal wording.
  3. Click Publish. The form now shows Live · version 1.

Changing a published form

Edit it and you'll see Unpublished changes. Clients keep getting the live version until you publish again. Each publish makes a new version. Everyone who completed an earlier version is asked again, and past signatures keep the version they signed.

The Kind is locked after the first publish.

Tips

  • Use your own wording and have your lawyer review it.
  • The Private note is only for you. Clients never see it.
  • To stop using a form, click Turn off next to it on the Forms list.

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