Assign a patient intake form to an appointment type

Online bookings let you set a default patient intake form to automatically send after patients book appointments. You can also assign a different intake form to specific appointment types or even opt to send intake forms only for these specific appointment types. This allows you to customise the information you request from patients, depending on the appointment type they booked.


To use this feature, you must first enable both online bookings and automatic intake forms for online bookings.

Link a patient intake form to an appointment type

  1. Click Settings > General.

  2. Under the Appointment Settings section, next to Appointment Types List, click View All.

  3. Click an appointment type from the list.

  4. In the pop-up, configure the following:

  5. Click Save.

When a patient books this appointment type online, they receive a link to the assigned patient intake form in the booking confirmation page and booking confirmation email.

To remove the linked form template, for Online booking intake form, select None.


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