Hi, This looks like an amazing option for massage therapists. there are a couple of things though that I'd have to figure out...
1. When someone first books, I need to send them an intake form for legal reasons. Is there a way to trigger a notification email that includes a form?
would there be a way to store, the form and updates to client file and have it part of the client database?
2. clients pay often in 2 parts -1 is their health insurance and then often there is an amount they pay themselves. is it possible to set this up somehow?
We will try to answer to all of your questions as best as possible:
1. Currently, there is no such feature built-in. But you can set up "terms of use" or something similar with our custom fields and the customers will need to check it before they can book an appointment
2. You can set up that they only need to pay a deposit during the booking process and the rest that can pay in person.
If you have any further questions please don't hesitate to ask.
Hi, This looks like an amazing option for massage therapists. there are a couple of things though that I'd have to figure out...
1. When someone first books, I need to send them an intake form for legal reasons. Is there a way to trigger a notification email that includes a form?
would there be a way to store, the form and updates to client file and have it part of the client database?
2. clients pay often in 2 parts -1 is their health insurance and then often there is an amount they pay themselves. is it possible to set this up somehow?
Many thanks
Paul
Hello Paul,
Thank you for your interest in our product.
We will try to answer to all of your questions as best as possible:
1. Currently, there is no such feature built-in. But you can set up "terms of use" or something similar with our custom fields and the customers will need to check it before they can book an appointment
2. You can set up that they only need to pay a deposit during the booking process and the rest that can pay in person.
If you have any further questions please don't hesitate to ask.
Kind Regards,
Marko Davidovic [email protected]
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