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Add a Required Signature to Intake Forms
Add a Required Signature to Intake Forms
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

First, what are intake forms?

You may be spending a lot of time manually gathering info about your customers ahead of their appointments -- info to properly assess the customer and create a plan for them.

Using Intake Forms allows to take a step back from being a busy body and let Momence efficiently gather information from your customers in a systematic way.

You can now require signatures in Intake Forms

To require a customer signature on any form, go to Customers > Intake forms > select the form (or create new one) > toggle ON “ask for customer signature at the bottom of intake form.”

Learn more about Intake Forms and how to turn them on here.

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