# Forms that prepare the visit before the client arrives > Create forms, consents, and surveys, send them before or after appointments, and keep answers tied to the client and booking. Source: https://reservation.business/en/platform/forms · Language: en Send forms, consents, and surveys before it is too late, then keep answers, signatures, and deadlines close to the client, booking, and team. ## This matters once preparation already affects the pace and quality of the visit - Send or issue a form before an appointment, after an appointment, manually from the client profile, or through a public link. - Connect the form to services, deadlines, recurrence, and employee notifications instead of using one generic rule for every case. - Keep pending and completed answers tied to the client and, when needed, the specific booking. - Keep answers, signatures, links, and PDF files inside the same workflow instead of separate folders and spreadsheets. ## A form only helps when it reaches the client on time and stays visible later When clients complete information only at the front desk, the team starts with missing context. A better setup collects what is needed earlier, shows what is still waiting, and keeps completed answers where the team actually works. ## Collect the right information first, then start the visit better prepared The best form is not a separate document. It is part of the visit workflow: when it is sent, who should complete it, who on the team should see it, and where the answer stays afterward. - Create the template in the builder with the questions, descriptive text, choices, dates, times, or signature field you need. - Choose whether the form is issued before the appointment, after the appointment, manually from the profile, or as a public form with a link. - Set services, deadlines, recurrence, and employees who should be notified when an answer is completed. - The client completes the form through a link, while the team tracks status, deadline, answer, client, and linked booking in one system. - When needed, open the completed answer, review the signature, or download the PDF without switching to a separate document tool. ## The four delivery types The type is chosen when the template is created and it decides the rest of the form's life — when it goes out and what it is tied to. - **Before the appointment** — Intake questions, informed consent and clarifications that need to be settled before the visit. - **After the appointment** — Feedback, aftercare instructions and information collected once the service is done. - **Manual** — You issue the form yourself from the client profile. It is not tied automatically to an appointment and does not use before or after timing. - **Public** — Shared through a public link, and at creation time it is not tied to a specific appointment or client. - **Answers, signatures, and linked records** — Pending and completed answers stay tied to the client and, when relevant, the booking, with signatures and PDF files available from the same workflow. ## Fewer last-minute questions and a clearer start to the visit The gain is not only a digital document. It is a better prepared team, less front desk admin, and a cleaner client history. - **Less on-site paperwork** — Clients can provide important information before the appointment instead of starting the visit with paper, explanations, and waiting. - **Better preparation for the specialist** — The specialist can review context, consent, notes, or answers before the service begins, not after it is already too late. - **A cleaner client history** — Completed forms, signatures, and PDF files stay connected to the client and can be reviewed at the next visit. ## Frequently asked questions ### Is this only about digital consent forms? No. Forms can be used for informed consent, pre-visit questions, surveys, feedback, or other information that should stay tied to the client. ### When can a form be sent automatically? A form can be issued before or after an appointment based on type, services, recurrence, and deadline rules. Manual and public forms are used when the form should not depend on a specific booking. ### Can the answer stay tied to the client and the booking? Yes. Answers stay tied to the client and, when relevant, the linked booking, so the team can review the context from the same platform. ### Can a form include a signature and PDF? Yes. A form can include a signature field, and the completed answer can be downloaded as a PDF from the same workflow. ### How is this different from notifications? Notifications are about delivery and timing of messages. This page is about the information itself, completed answers, and how they stay connected to the client or booking. ## Related pages - [Client records and visit history](https://reservation.business/en/platform/client-records) - [Notifications and messaging](https://reservation.business/en/platform/notifications-reminders) - [Appointments and front desk](https://reservation.business/en/platform/appointments-front-desk) ## Next step - [Book a forms demo](https://reservation.business/en/book-demo) - [See notifications and messaging](https://reservation.business/en/platform/notifications-reminders)