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Collect the details before the visit

Send customers a form before they come, such as a new-client intake, and keep the answers on their card.

What you get

  • Forms with questions your customers answer in text.
  • A link you can share by email or text.
  • Answers are saved to the client.

How it works

  1. Build the form.
  2. Share the link.
  3. Read the answers on the client card.

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