Secure Client Forms
All forms are protected by 2048-bit SSL encryption and can have password protection enabled.
Take credit card payment from clients after form completion. No need for seperate invoicing! Powered by Stripe.
Choose from an extensive library of client form templates to get you going.
Public Client Forms
Add links to your forms from your website or Facebook page
Send Forms to Clients
Send clients forms to complete in advance, look professional and save time during appointments
Clients can save forms to complete later, great if you have long client forms
Collect signatures on any device
Drag and Drop Form Builder
Customise a template or start from scratch with a super easy to use client form builder
More than Forms
Create Intake forms, client record cards, internal notes, consent forms & client feedback reports
Mark forms to need your review, great if you and the client need to sign a form
All the forms, notes and details about a client in one place, it’s like an online client folder
Final submissions are converted to non-editable PDF, great to meet insurance needs
Download, print and send clients a copy of final submissions
All data is securely backed up nightly
Full Record Download
Your records are not locked in, you can download them anytime you like
Form Photos & Attachments
Collect images, scans and other documents in your forms, even take photos to add to a form
Create branded receipts/invoices that are automatically sent to your clients when they make a payment using a form.
Automatically add clients to your Mailchimp list when they complete a form, no more copy and pasting
Keep a copy of all your forms in your own dropbox account, giving extra peace of mind and allowing easy sharing with other apps
No need to chase clients to complete forms. Automatically remind clients until they submit the form you need.
Setup recurring payments and subscriptions for clients to save time sending and chasing invoices.
See when your forms are delivered, opened and completed.
Team Access Control
Decide on which team members can access which clients, helping you comply with Client Confidentiality regulations
Create forms and share with all your team, saving your team time and ensuring consistency
Add team members to your account and do more with your team.