Forms
Consultation forms, consents and waivers — built once, sent before the visit, and signed on the client's own phone.
4 articles
- Build a formThe field types, who a form is for, and what makes one people actually finish on a phone in a car park.
- Send a form before the visitGetting the form to the client, what they see on their phone, and what to do when it comes back blank.
- Read what they sent backFinding a client's answers before they sit down, what needs review actually means, and spotting the answer that changes the appointment.
- Signatures and consentWhat a consent form actually records, where it's kept, and how to write one your clients read.
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