Mark important fields as required on a form

To make sure essential information is captured, you can mark specific fields as required. This prevents a form from being submitted until those fields are completed.

You can mark fields as required in:

  • Booking forms – filled out by clients during the appointment booking process

  • Sendable forms – completed by clients before or after appointments

  • Document forms – completed by you or other practitioners during or after appointments

Booking forms

Booking forms appear during the booking process. You can use them to collect key client details upfront.

To mark a field as required:

Sendable forms

Sendable forms can be sent to clients manually or automatically and are often used for intake, consent, or pre-appointment questionnaires.

To make a field required:

  • Go to Forms

  • Open the form you want to edit, or create a new one

  • Select a field and toggle the Required setting to On

Clients won’t be able to submit the form until all required fields are completed.

Document forms

Document forms are used by practitioners to record session notes, assessments, and internal documentation.

To make a field required:

  • Go to Documents > Forms

  • Open the document form you want to edit, or create a new one

  • Click on the relevant field and toggle Required to On

Required fields help ensure consistent and complete documentation across your team.

Tips for using required fields

  • Only mark fields as required if they are essential to avoid unnecessary friction

  • Use clear labels and hint text to guide clients or team members

  • Regularly review your forms to keep them aligned with your workflow

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