Attach client intake forms to confirmation emails

Save a record of your client’s intake form answers in a PDF document.

You can attach a copy of your client’s forms to your automated booking confirmation emails. This creates a time-stamped and date-stamped record of the client's responses.

Review limitations when attaching forms to automated emails

When attaching form copies to confirmation emails, keep in mind that you can't:

• Attach internal only forms.
• Include forms in other email template types.
• Use this feature on HIPAA enabled accounts.

Attach a copy of your client’s forms

When you attach forms to an email confirmation template, the email automatically includes a PDF copy of the client's responses. The PDFs are included whether you booked the appointment on the client's behalf or if they booked it themselves.

To attach a form to the confirmation email:

1. Open the Client Email panel.
2. Click the booking confirmation email template you want to attach the form to
3. Click Attach Form, then choose a form from the dropdown menu.
4. The form attachment will be added to the bottom of your template.
5. Click Save to save your changes.

What information is included in the intake form copy?

The PDF attachment includes:

• Client name
• Appointment type
• Appointment time, shown in the client’s time zone
• Date and time submitted, shown in the client’s time zone
• Form title
• Form description
• Form questions
• Form answers (including unanswered questions)

What happens if I edit the form?

If you edit the form responses after booking, the appointment details will show the updated form responses but the email attachment will include the original client responses.

If the client books a class series, will the PDF be sent more than once?

No. If the client books a class series, the PDF attachment is sent only once.

Can I attach multiple forms to the automated confirmation email?

Yes. If you attach multiple forms, they’ll be combined into a single PDF document.