How the JotForm integration works

A quick overview showing how the JotForm integration works.

AppointmentGuru's JotForm integration allows you to design forms of any type in JotForm. In JotForm, you can create consent forms, patient information forms or even surveys.

Link these forms to your AppointmentGuru account and allow AppointmentGuru to include a link to your forms in your notifications.

Once successfully integrated, the flow works as follows:

  1. An appointment is created in AppointmentGuru (either through a client self-booking online, or one created by you).
  2. A link to your forms is included in the automatic confirmation notification that is sent to the client or you can share a link to the form with your client directly.
  3. Clients complete the forms online and submit.
  4. The submission is sent to AppointmentGuru and linked to the client's profile. Correctly mapped fields from the form (such as contact details and medical aid information) will be updated in the client's profile.

Setting up the integration (links to specific help pages below):

  1. Create your Jotform account and forms.
  2. Connect AppointmentGuru and Jotform.
  3. Link the forms and map fields.
  4. Update appointment types in your AppointmentGuru account.
  5. Include form links in your automated notifications.
PAPERLESSJOTFORM

Invoicing

Generate a client history report

You can generate a client history report for any client. This will generate a print-friendly report detailing their appointments, diagnosis codes (ICD-10 and tariff codes) plus any notes that you have stored on their profile.

How to password protect your invoices

With AppointmentGuru, you can password protect your invoices. This will encrypt the PDF files that are sent via email, as well as adding an additional layer of security to the invoice view webpage.

Create an invoice from multiple appointments

Create an invoice from a number of appointments. Useful if you want to generate an invoice for a client after a period of time (eg. if you want to invoice at month-end or on a weekly basis).

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.

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.

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 🦄)

Automation

Invoicing

Automation

Forms

Appointments

Automation

Appointments

Automation

Appointments

Create your first appointment

Learn how to create an appointment using AppointmentGuru and understand some of the extra functionality built around appointments - such as notifications, appointment types and recurring appointments.

Invoicing

Clients

Online presence, social media and branding

Appointments

Integrations

Physitrack

Physitrack is the world leader in remote patient engagement. Install the integration and access your Physitrack programs and data directly from AppointmentGuru.

Appointments

Integrations

Connect your Zoom account

Integrate your account with [Zoom Video Conferencing](https://zoom.us) to create and manage your Zoom calls right from AppointmentGuru.

Invoicing

Forms

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.

Invoicing

Configuring your account

Consolidate multiple locations into a single space

If you've created a number of different spaces, you might find that your account becomes a little difficult to manage. You might be able to simplify your setup by merging your spaces into a single space and then moving your locations to your new space.

Invoicing

Notifications

Configuring your account

Appointments

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