Appointier

Build a form

Create an intake, consent, waiver or patch test form, publish it and decide when clients are asked to sign.

Forms are filled in by the client before a visit, from a link or on a tablet at the desk. Each published version is kept, and a signed form records which version the client saw.

Build it

  1. Open Control panel, then the Forms section.

    The Forms section listing each form with its kind, what it is asked for and the published version

  2. Click New form.

  3. Enter the Name and pick the Kind: Intake, Consent, Waiver or Patch test. The kind cannot change later.

  4. Write the Intro text the client reads first.

  5. Add fields with Add field: heading, short answer, long answer, single choice, multiple choice, checkbox or date. Mark a field Required. Under Show, make a field appear only when an earlier answer matches.

  6. Add the Consent text and leave Ask for a signature on if the client must sign.

    The form builder with the Build tab, the fields list and the field editor

  7. Check it under Preview, on desktop and phone.

  8. Click Publish version 1.

Later edits publish as a new version. Clients who signed an older version keep that one on record.

Decide when it is asked

After the first publish, Ask for it appears.

  1. Click Add rule.
  2. Choose Ask for it on: a service, a staff member or every booking.
  3. Set Valid for (days), or leave it blank for forever. Tick New clients only or Required before check-in as needed. Ask again if signed before a date forces a re-sign after a change in your terms.
  4. Click Save rule.

A patch test form asks for the hours before the visit instead, and the control panel can hide booking times inside that window for clients without a valid test.

Archive retires a form. Signed copies stay on the client records.

Related guides

Updated October 20, 2026