You can build custom forms in the app that can then be sent to clients via the app, or to external contacts, like vets, via email.
Add text boxes, drop down boxes, multiple choice questions, information fields, digital signature and acceptance check boxes! Yes, we've thought of it all.
How forms work
Create – build your forms with the fields you need
Send – shared in the clients app or emailed with a secure link (e.g. to a vet)
Complete & sign – clients/external contacts submit from their phone or browser
Notify & file – you’re notified on completion and the form is automatically filed under the client’s profile
Popular uses: new client onboarding form, T&Cs acknowledgement, aftercare acceptance, vet consent for external approval.