This article outlines the process of creating forms in JotForm and linking them to your AppointmentGuru account.

By the end of this tutorial, you will achieve the following:

• Digitise your intake forms
• Include a link to your intake forms in your automatic notifications
• Allow clients to fill out relevant information and sign consent forms online
• Have that data synced and stored safely on their AppointmentGuru profile

Once set up, this will save you a lot of time and give you the peace of mind to know that this important information is safely stored in the cloud.

1. Create your JotForms

The first thing you will need to do is create your forms in JotForm. The below outlines the steps you will want to follow as well as few extra steps to make sure that your forms will connect successfully with your contacts in AppointmentGuru.

• Upload your existing PDF forms with JotForm's PDF forms
• Create a new form with JotForm
• Name your fields so that their data can sync with your client's AppointmentGuru profile
• Create a multi-step form (e.g.: a content form that redirects to a patient information form)
  • Get your second form's URL
  • Redirect your first form to the second form
• Tips to improve privacy
  • Learn about encrypted form

2. Connect your JotForms with AppointmentGuru

Now that you've created your forms, you will want to connect them to your AppointmentGuru account so that the form submissions and specific data is connected to your client's profiles in AppointmentGuru.

2. Connect your JotForm account
   • Find and add your API Key
   • Link your forms in AppointmentGuru
   • Add your forms to your notifications