Forms & Flows
Build intake forms, consent records and step-by-step procedures around the way your team works. Collect clearer information, reduce retyping and make required tasks easier to follow.
Use conditional questions, information you already hold and validation that catches mistakes before submit.
Review what will be written before a submission creates a client, staff member or enquiry.
Put forms, materials and follow-up actions into a workflow staff can follow.
Build a form field by field, or describe it, or start from a paper form, and AI drafts it for you to check.
Share a link or QR code, send it, or attach it to shifts, bookings or a person.
People complete it on a phone or computer, with signatures and consent recorded.
Review the submission, create the record it describes, and start the next step.
Multi-step forms with signatures, file uploads and photos. Questions can appear, disappear or become required based on earlier answers, and validation checks answers before submit. Describe a change in plain English, see exactly what would change, and approve it.
Publish a form as a link or QR code, send it by email, or complete it in the phone app. Personal links can work once, and you can ask for a date of birth or the last digits of a phone number before a form opens. Consent is recorded with its wording, and each completed form produces a PDF.
A submission never creates a record by itself. Open it, check the mapped fields and any possible duplicates, then create the client, staff member or enquiry.
Attach forms and procedures to a type of shift. Staff are shown what's outstanding and can't clock off until the required items are done.
Turn a procedure into steps staff work through in order: forms to complete, materials to record as used, and automatic emails or texts. Attach a workflow to a client, a staff member, a shift or an enquiry, export it as a PDF, or have an accepted order for a particular product start one.
Note templates for appointments are forms.
See client recordsRequired forms are checked at clock-off.
See rosteringMaterials used in a workflow come off your stock count.
See InventoryFor signing an existing PDF, use Documents & e-signing.
Explore Documents & e-signingAn intake form with consent from your first client, shared by link or QR code.
Procedures new staff can follow step by step.
Required steps on every shift, and a review step before any record changes.
From $50 + GST a month for one user, or $199 + GST for your whole team, up to 100 users when you join by 31 December 2026. Core tools are in every plan, with unlimited clients and no commission on your payments. The AI receptionist, SMS and card processing cost extra.
See pricingNo. Someone with access reviews the submission, sees the fields that will be written and any possible duplicates, and then creates the record. Submissions don't overwrite existing records.
Yes. Change it by hand or describe the change and approve it. Forms already completed stay exactly as they were submitted.
Up to 12 form templates can be in use at once, and more on request. A template you take out of use keeps its completed forms. Workflows aren't limited this way.
To have an existing PDF signed as it is, use Documents & e-signing. To turn a paper form into an online form, start from a photo or PDF of it and AI drafts the fields.
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