Forms

Forms

How the JotForm integration works

A quick overview showing how the JotForm integration works.

Install the JotForm Integration

Link Jotform with your AppointmentGuru account so that when a client submits a form, their submission can be associated with their profile in AppointmentGuru (via magic 🦄)

Understanding Jotform forms

Some quick tips to help you get the most out of JotForm's capabilities. This article will make some suggestions to help you create your first forms.

Link your forms and map fields

For JotForm to send the form submissions to AppointmentGuru, you will need to link the form and optionally map certain fields from your form to corresponding client profile fields.

Include your JotForm in your automatic notifications

AppointmentGuru can intelligently add links to your automated notifications and will only include the link if the client has not submitted the forms previously.

Creating a form in JotForm

A brief intro into creating your Jotform account (if you haven't already) and creating your forms.

Only include a JotForm form for specific appointment types

If a specific appointment type, such as an Initial Consultation, requires a particular form to be completed, you can include that form in your notifications for that appointment type.

How to create a multi-form process flow with JotForm

How to redirect from one form to another form, and pass the relevant information to the second form.

Share a form with a client

When sharing a JotForm with a client, it is important to share it from AppointmentGuru so that it can successfully be linked to their profile.

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