Why link a form to a service?
Without linking, you'd have to manually send a form for every appointment. Linking automates this — the right form goes to the right client the moment a booking is confirmed for that service.
A single form can be linked to multiple services, and a single service can have multiple forms attached.
Two ways to link
During form creation
In the Configure step of the form builder
On Step 1 (Configure) of the form builder, there is an optional Link to services field. Select one or more services before saving the form and the link is created at the same time.
From the Services page
Open any service and switch to its Forms tab
Go to Services, click any service to open its management sheet, then switch to the Forms tab. Select the forms you want linked and click Save Changes.
Controlling how often it triggers
Each form has a Completion frequency setting that controls how often a linked form is sent to the same client for the same service.
Every time
The form is sent on every booking for this service, regardless of whether the client has filled it before. Use for job-specific checklists or sign-offs.
Only once
The form is sent only the first time this client books this service. Use for one-time consent forms, agreements, or client onboarding questions.
Step-by-step guide
For a detailed walkthrough with screenshots showing exactly how to link a form from the Services page, see the full guide in the Services knowledge base.
Add forms to a service
Full step-by-step instructions with screenshots for both desktop and mobile.
View full guideManaging your team
Forms assigned to technicians are completed by members of your organization. Learn how to invite team members, set their roles, and manage access so the right people see the right forms.
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Your organization
Now that your forms are set up and linked, learn how to manage your team — invite members, assign roles, and control who has access to what.
Ready to set up your team?
View guide: Organization