Here are four new ways to customize your intake forms:
– Custom email template per form
– Custom header per form
– Consent Form position
– Progress Indicator and Default Instructions
Check out this article to learn how to use/change these features.
Some consent forms might require more input from your client than just their signature. Now you can add input fields/forms into it to gather extra information and we made it a very user friendly tool. Check out this article to learn how to insert both types of fillable sections to your form.
With this new tool you can program IntakeQ to remind your clients of their appointments. You can choose when the reminder should be sent out and you can also choose from three different types (email, text messages or a phone call) or let your clients decide if and how they want to be reminded.
Check out this article to learn how to use it.