Using Form Builder

Form Builder in Meevo is used to create Client Intake Forms and Docs & Forms. To get here, select Management > Client Intake Form Builder or select the Form Builder tab in a Docs & Forms record.

Form Builder offers two distinct ways of creating your form:

  • If you haven't already created a form in Form Builder, you have the option to Customize a Template (available in Docs & Forms only). Select this option to view a collection of predesigned templates (like Consent and Waiver) that you can customize to fit your business. You'll customize this template in the Drag and Drop Form Designer. 
  • The Drag and Drop Form Designer is an easy drag-and-drop interface that anyone can use to create and customize forms.
  • Custom HTML Upload is where you add tags as raw HTML to build your form. This method requires HTML knowledge to use properly.

Important: Meevo is a HIPAA-compliant platform. If you are collecting client data, it is your responsibility to use this platform according to HIPAA regulations.

These Help topics cover using Form Builder for either Client Intake Forms or Docs & Forms, and the subtle differences between the two are called out where needed. Specifically, the main differences you'll notice are:

  • You can have many Docs & Forms records (many forms) at once, but only one Client Intake Form at a time.
  • Custom Form Fields are available in Docs & Forms, but not in Client Intake Forms.
  • The Appointment Information tag group is available in Docs & Forms, but not in Client Intake Forms.

How many forms can I upload to the Form Builder?

You can only associate one form with each saved Docs & Forms record. However, you can create and save as many Docs & Forms records as you need.

How do System Tags work with forms?

There are two ways System Tags in a form can impact Meevo:

  • When a client opens a form, System Tags that already have corresponding data in Meevo (such as appointment data or client profile data) will already be filled in on the form. In this way, forms are customized to the client by listing the client's details, appointment, service, address, etc.
  • If a client fills in or edits a System Tag field such as Client First Name, the client's profile data will be updated with this data when the form is submitted.