Managed Forms

Managed Forms helps businesses create, send, complete, and review digital consultation forms from iPhone and iPad.

Set up forms in minutes, start from ready-made templates, personalise questions for your business, and keep client details and response history together in one place.

With Managed Forms you can:

Create digital consultation forms
Use form templates for faster setup
Personalise questions, sections, consent text, and signatures
Add and manage client records
Complete forms in person on iPhone or iPad
Send forms by link, QR code, email, or SMS
Review completed responses
Sync form activity with your Managed workspace
Sign in with an existing Managed account
Managed Forms is built for businesses that want a simple, focused way to collect consultation details without adding booking, payment, inbox, inventory, or marketing tools.

Client form answers stay inside your Managed workspace and are not used for marketing.

Link, QR, sharing, in-person completion, forms, clients, and responses are free to use.