How to Set an Intake Form as Default

This article will guide you through the process of setting a default intake form, ensuring it’s automatically sent for every appointment.

Step 1: Navigate to Forms

Start by logging into your Pabau account. Once you're in, locate the Setup section at the bottom-left corner of your screen. Within the Setup menu, click on Forms under Clinical.

Step 2: Set the Form as Default

On the Forms page, from the list, find the Intake form you wish to set as the Default for your clinic.

Once you've found the correct intake form, click on the three dots button next to Preview. From the dropdown menu, select "Set as Default".

With this, the intake form you've set as default will be sent to clients along with their confirmation and reminder emails, for all appointments that you book in the calendar.

Because you can have one generic intake form for all services, if you would like to have service-specific intake forms, you can create them as consent forms.

NOTE: If you need to create a new intake form, refer to this guide for step-by-step instructions.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.