Automate Assessment and Form Delivery with Bookable Services

Automatically send Forms and Assessments to patients when an appointment is booked 📅 or attended ✅ by linking them to a Bookable Service.

This ensures patients receive the right materials at the right moment, without your team needing to remember to manually send anything.

📍 Where to Set This Up

1. Go to Team Calendars → Booking Management → Bookable Services.

2. Click + Service to create a new one, or edit an existing service from the list.

3. You’ll now see the following automation sections:

   • Send Forms When This Service is Booked

   • Send Assessments When This Service is Booked

   • Send Forms When This Service is Attended

   • Send Assessments When This Service is Attended

🔁 What Each Option Does

📅 When Appointment is Booked

As soon as the appointment is booked (either by the patient or a Team Member), the selected forms or assessments are automatically sent to the patient via the app or web portal.

This is perfect for:

• Intake forms (e.g. Patient Registration or Consent Forms)

• Pre-session clinical measures (e.g. CORE-10, DASS-21, K10, PHQ-9, etc)

• Questionnaires or screening tools to complete before the appointment

✅ When Appointment is Marked as Attended

Once a Team Member marks the session as Attended, the selected forms or assessments will be triggered and sent.

This is useful for:

• Post-session outcome measures

• Service experience or satisfaction surveys

• Follow-up assessments (e.g. repeated K10 after a few sessions)

💡 Tips for Using This Feature

• You can attach multiple forms and/or assessments to each trigger type — both for booking and attendance.

• Only items that are active will appear in the dropdown list.