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Capture all the client information you need for service agreements, product purchases, and more with your own custom-built forms.
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ALL-IN-ONE Forms
Say goodbye to third-party software. You can now easily create custom forms and attach them to your clients bookings or purchases so they can quickly provide you with the information you need.
FORM TEMPLATES
Whether you need a client survey, intake form or liability agreement; you can create all kinds of user-friendly forms with your choice of custom fields.
Configurable SETTINGS
Ever have trouble chasing clients for their information? Forms allows you to automatically request completion during service booking and client registration, as well as send reminders for incomplete forms.
SIGNATURES & INITIALS
Digital signatures allow clients to sign or initial forms online, eliminating the need for paper waste and the hassle of scanning handwritten documents. It’s fast, contactless, and frees up time for your front desk.
EXPORT FORMS
Take work offline by printing client responses or exporting them as CSV or PDF files, where you can sort, filter, and present information as you like.
Library Storage
Forms securely saves all your client responses in your WellnessLiving account, so you never have to worry about damaged, misplaced, or lost documents. Our reliable library stores your forms for quick and easy viewing at any time.
Getting Started
Set up is a breeze with these simple steps.
Design forms for the information you want to capture.
Embed forms with client registration, service booking and purchases to automatically gather responses.
View and track responses in WellnessLiving.
We have significantly improved our member engagement and retention strategies. It’s the ultimate solution!
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