About Docs and Forms 

The Docs and Forms Business Booster makes it easy to automate, prefill, and securely store client forms, all within the client’s profile. Meevo offers three customizable form types, each designed for a specific purpose:

1. Client-Based Forms: Used to collect or update basic client information, such as with New Client forms. A client-based form only needs to be completed once by the client.
2. Appointment/Service-Based Forms: Used to gather details related to a specific appointment service, like a massage intake form. Appointment/Service forms must be filled out by the servicing client each time the configured service is booked.
3. Membership Forms: Designed to confirm the client’s understanding of billing and renewal terms, highlight membership benefits, and capture consent to securely store their card on file. Membership forms are sent to the client after a membership purchase, but are not required to complete enrollment.

Forms can be delivered via a Docs & Forms notification (email or text) with a direct link, or launched in person on a tablet to complete, making client visits smooth and efficient.

How do I set up and use Docs and Forms?

1. Configure the form's settings from the Docs & Forms Main tab. In a multi-location environment, only Central Office can perform this step.
2. Create your form by selecting a method from the Form Builder tab and then building out your form using your method of choice. In a multi-location environment, only Central Office can perform this step.
3. Forms can be delivered to clients via a Docs & Forms notification (email or text) with a direct link. We highly recommend customizing this Docs & Forms notification to fit your business; simply start with the default notification template and make adjustments as needed.
4. When Meevo is triggered to send the notification, the client receives the form URL and fills out the form on a hosted web page. Alternatively, a client can fill out the form while in your business (via a tablet, for example). If needed, you can resend a form to a client if they can't find their original notification.
5. View submitted client forms via the Docs and Forms tab in a client profile and the Appointment Book's Smart Assistant.

How do I view submitted forms across locations?

Submitted forms can be viewed and emailed from any location as long as:

• The Business Information setting Allow the viewing of docs and forms across locations option is enabled.
• The user has a security role at the location that owns the submitted form. Those users can view client Docs & Forms from other locations via the client profile's Docs & Forms tab by selecting the desired location from the drop-down.

How do I delete a saved Docs & Forms item?

Saved Docs & Forms records cannot be deleted, only inactivated.

What happens if I inactivate a form?

Inactivating a form does not remove submitted forms from client profiles. Those forms remain on the profiles.

What happens to forms if I inactivate the Docs & Forms feature?

If the Docs & Forms feature is turned off (inactivated), here is what happens to forms in Meevo:

• The forms you created are not lost forever. If you re-enable Docs & Forms, your created forms are brought back as well.
• Forms previously submitted by clients will still be available via the Client profile > Docs & Forms tab, even when the integration is inactive. 

Can I set up security for each individual form?

Yes! You can secure specific forms in Security Administration under Data > Clients > Docs & Forms. Note that regardless of security, users will always be able to see and use the Launch Form button if the form's status is Not Submitted.