Forms and customer documents
Create a reusable form once, assign it to several services and collect required answers, downloadable documents or completed files as part of the booking flow.
Common questions
Can I reuse a form across services?
Yes. Assign one form to several services, or several forms to one service. Include short or long answers, Yes/No questions and consent, with required fields where needed.
Can customers download and return a document?
Yes. Attach a template for download only, or ask customers to return a completed file. A required return must be uploaded before booking; an optional return does not block booking.
Where can I find answers and returned files?
Open the appointment in Calendar to read answers and download returned files. Existing appointments keep their original form content when you later edit the form.
Related capabilities
Services, prices and availability
Define services, duration, price, working days and booking rules so customers see the right service information and only genuinely available times.
Appointment scheduling and calendar
Offer only valid times based on service duration, working hours, breaks, time off and blocked periods, then manage every appointment from one clear calendar.
Customer management and visit history
Keep customer details, future appointments, visit history and payment status together so the business has the relevant context before every service.
Follow-ups and notifications
Follow pending approvals and daily tasks from the dashboard, identify return-visit opportunities in Customers, and manage messages about bookings, waitlists and reviews.