Form Builder
Create and store forms securely in your small business's scheduling software.

Customizable forms
Keep your small business organized by gathering all the information you need, exactly how you need it. With a variety of tools, you can easily build forms tailored to your services.
Include multiple-choice questions, text fields, digital signature options, and customizable branding features like your logo and brand colors.
Easy, automatic form sharing
Share forms automatically by text or email so clients can complete them on their own before the appointment.
If a client hasn’t completed a form, you can send an automated text or email reminder from their appointment card with just one click, saving everyone time on appointment day.

See who’s prepared at a glance
Stay organized and informed about each client’s prep work.
On your calendar next to each appointment, you’ll see a checkmark or X to show whether the form is filled. This ensures you’re always prepared, knowing who has completed their forms and who might need a reminder.
Secure, HIPAA-compliant storage
Easily maintain privacy standards while keeping everything accessible.
Scheduling software that securely stores treatment plans, intake forms, and notes, so all information is handled safely in one place.

Features that make booking painless
Simple but effective.

Smart Calendar

Staff Management

Payments

Online Booking

Reputation Growth

Products & Inventory

Smart Tasks

Reporting
