Complete intake and appointment waivers
Collect the information and consent needed for the specific visit, and see what is still missing before service.
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
A business needs pre-visit information, or a client needs to finish required forms before the appointment.
From form setup to visit readiness
From form setup to visit readiness
- 01Set questionsIntake and consent
- 02Client completesPrivate visit link
- 03Check readinessSee what is missing
- 04Review togetherBefore the service
How to use it
- Business users should review the intake and consent settings they need for their services.
- Clients open their private appointment link, complete the required questions, and upload requested supporting files if the form allows them.
- Read the displayed waiver before signing. If the text changes, review the current version rather than relying on an earlier signature.
- Business users open the appointment or next-client view to check intake and waiver readiness before starting service.
What to know first
- A signature is tied to the appointment and waiver version it was collected for. A signature for another visit does not automatically clear this visit.
- Required fields and supported uploads depend on the business's form. A completed form does not replace a conversation about information that needs clarification.
How it connects
Intake and consent appear with the appointment, helping the business prepare and check readiness without searching through separate conversations.
A useful habit
Use the private form for sensitive details. Do not put health information or identity documents into public help searches or support messages.
Common questions
Why do I need a waiver again?
A waiver can be required for the particular appointment and the current document version. A signature from another visit or an outdated document may not satisfy the current requirement. Read the waiver shown in your appointment before signing.
Read the guide: Complete intake and appointment waivers