How do I choose who gets a form and how often?

Each form has its own When it's asked card in the form editor. Choose who needs it, for which services, and how often, then click Save.

Set the rule

1. Go to Settings › Forms and click Edit next to the form.
2. Find the When it's asked card. A plain sentence at the top sums up the current rule.
3. Under Who, choose All clients or New clients (clients with no finished visit yet).
4. Under Services, choose All services or Only some. For Only some, tick the services that need it.
5. Under How often, choose:
   • Once: they fill it out one time.
   • Every visit: before each appointment.
   • Repeat: every set number of months.
6. Click Save. It takes effect right away.

Examples

• Waiver everyone signs once: All clients · All services · Once.
• Health check before every spray tan: All clients · Only some (your tan services) · Every visit.
• New-client intake: New clients · All services · Once.
• Yearly consent refresh: All clients · All services · Repeat every 12 months.

Good to know

• Publishing a new version of the form asks everyone again, whatever you choose here.
• This card decides who needs the form. How the link reaches clients is set once for all forms on the Forms page, under How clients get their forms. See How do clients get their forms, and how do I see who still needs to sign?
• A form must be published and turned on to be asked at all.

Related articles

• How do I create my waiver or intake form?
• How do clients get their forms, and how do I see who still needs to sign?

Still stuck? Chat with us using the chat bubble in the corner.