Upvio offers pre-built templates for quick and easy form creation to collect essential client information. Here’s how to use them:
1. Log in to Upvio, and go to the Forms section.2. Click New Form to begin.
3. Choose from Upvio’s range of templates, like medical history, intake, consent, and appointment forms.
4. Modify fields, question types, and labels as needed.
5. Link the form to specific services for booking or send via email/SMS before appointments.
6. Click Save and Publish to make the form available to clients.
With these steps, you can quickly create, customize, and manage forms in Upvio to streamline client intake and appointments.
How to use Templates in forms? - Watch Video
