No need to start from scratch. We have a large library of free form templates and some are preloaded into the product — a discovery call form, post-session feedback and contract agreement template, that you can use and edit as needed.
Our forms have smart "custom fields" which can update a client's record automatically. No need to copy and paste important client information anymore, just have it route automatically to a dedicated field in your client record — like magic.
Our forms have smart "custom fields" which can update a client's record automatically. No need to copy and paste important client information anymore, just have it route automatically to a dedicated field in your client record — like magic.
From your standard multiple choice to built-in file upload, you have a variety of questions to build any form you need. And you can build as many of them as you like.
Connect a form to a scheduler so your clients can book and answer their discovery call form in one simple flow.
Your clients can legally agree to your client service agreement right from their phone. No need to download an app. Digital signatures are included in Practice Pro.
We do! You can use it with Practice and our forms and contracts feature, or you can download the free contract agreement template here.
Yes, you can. Our forms can be as simple or as robust as you make them – so to make an easy habit tracking form, you can create a 1-2 question form that clients can fill out regularly.
There's a number of them! Every brand new Practice account has the following templates ready to be used as is, or edited to fit your coaching needs:
And we'll be adding much, much more!
Unlimited! There’s no restriction on how many forms you can have.
We support, short-text, long-text, multiple choice, scale (1-5), file upload, custom field mapping, statement fields and last but not least, legal fields. Of course, each question can also be optional or required.
Forms can be included directly in schedulers and workflows or, you can share a unique form with a client. Because each form has it’s its own unique URL, these are easy ways to share directly with your client.
All form and contract data is stored natively in Practice. You’ll see each and every submission in the client record and in the form overview pages.
Absolutely! Simply send a message to: hey@practice.do or read about our migration experience.
You're able to customize colors across not only your forms, but your schedulers and public profile page as well so your clients get a seamless experience of your brand.
