Forms and health declarations with a digital signature

Clients fill in and sign through a link on their own phone, or in person on your device. The signed form is locked and kept in the client’s file, with a running serial number, the exact date and time, and a digital stamp — and it can’t be changed.

Creating a form

1. 1

   Open the screen

   Forms & declarations
2. 2

   Start from the ready-made health declaration, or click “New form”.

3. 3

   Fill in a name, a type and an intro for the client, and add questions: yes/no, text, date, list or a statement to accept. You can mark one as “Required” and ask for details when the answer is yes.

4. 4

   Turn on “Digital signature” if you need a signature, and “Send automatically before a treatment” if the form should go out by itself. Choose for which treatments, when to send and the “Signed form validity”, and click “Save”.

When the form goes out

For automatic sending, choose “On booking” — as soon as the appointment is booked and approved — or before the appointment, on WhatsApp, as many hours ahead as you pick. The message before the appointment doubles as a reminder, with arrival-confirmation buttons. The form goes only to clients who haven’t signed it within its validity, and once that runs out it goes out again with the next appointment.

Signing in person, or sending by hand

1. 1

   On the client card, in “Forms & health declarations”, click “Sign in person”, pick a form and hand the device to the client: they fill it in, sign with a finger — and that’s it.

2. 2

   Or “Send”: pick a form, and send it now on WhatsApp or create a link to copy.

For each form, “Signatures” shows who signed and when, and who hasn’t yet — with resending on WhatsApp, copying the link, or cancelling the request.