Add Dynamic forms and Consents

This guide shows how to attach and schedule dynamic forms or consents to specific services and appointment types so patients receive the right paperwork at the right time. It helps you manage existing forms, distinguish legacy vs. dynamic forms, and assign templates and delivery timing (at booking, after checkout, or a custom offset). Follow it to ensure all providers and services have correct, automated form distribution.

17 steps

Open **Settings** from the top navigation bar.

Click "Team Management"

Find and click the provider whose service you want to add a form to

Inside the provider profile, click the **Services** tab

Find the service you want to edit and click **View Details**

In the **Overview** tab, you’ll see every form linked to the service, across all appointment types.

Here, you can see which appointment type each form is connected to and whether it's a legacy form or a new, dynamic form

To add a new form or consent, click "Add Form"

Select the template you want to use

Select one or more appointment types where the form should be sent out

Lastly, set the time when the form should be sent out. You can select at the time of booking, after checkout or set a specific time, such as 1 week before the appointment or 2 days after the appointment.

Click "Save"

Your new form now appears in the Service Forms list.\ Click the form to edit it or update its appointment type assignments.

You can also open any appointment type in the left menu to view forms linked specifically to that appointment type.

Here, you'll see which forms are linked to that specific appointment type

Remember to add the necessary forms or consents to all services and treatment providers who need them.