Forms & Documents
Intake forms that clients actually fill in.
Drag-and-drop form builder with text fields, dropdowns, ratings, and more. Send forms before appointments with a single click. Clients fill them in from a link — no login, no app, no excuses.
Full Name
Allergies?
Consent
I agree to the terms and conditions
How did you hear about us?
How it works
5 simple steps
Open the form builder
A full-page canvas with a toolbar of field types.
Drag fields onto the canvas
Text, dropdown, rating, yes/no, checkboxes — pick and place.
Customize layout
Two-column grid, business header with your logo, custom colors.
Send to client
Manually with one click, or automatically via an automation rule.
View submissions
All answers in a clean Q&A format. Print-friendly too.
Open the form builder
A full-page canvas with a toolbar of field types.
Drag fields onto the canvas
Text, dropdown, rating, yes/no, checkboxes — pick and place.
Customize layout
Two-column grid, business header with your logo, custom colors.
Send to client
Manually with one click, or automatically via an automation rule.
View submissions
All answers in a clean Q&A format. Print-friendly too.
Build any form in minutes
A full-page drag-and-drop builder. Click a field type, drag it onto the canvas, customize it. Rearrange with a drag. Toggle between full-width and half-width columns. Preview your form live before publishing.
- 10+ field types (text, dropdown, rating, yes/no, etc.)
- Two-column layout for professional forms
- Business header with your logo and contact info
- Live preview with test submissions
Fields
No login, no friction
Clients get a unique link to their form. They open it on their phone, fill in the fields, and submit. No account creation, no app download, no "verify your email" nonsense. Just the form.
You have a new form
Zanele Beauty sent you a form to fill in
slotin.co/f/abc123
Zanele Beauty
Intake Questionnaire
Full Name
Allergies
Consent
Submitted!
Your form has been received.
Zanele Beauty will be in touch.
Send documents with a click
Upload PDFs, Word docs, or images. Send them to any client with one click. Aftercare instructions, policy documents, price lists, consent agreements — all from one place.
Drop files here
PDF, Word, or images
Consent Form.pdf
24 KB
Aftercare.pdf
18 KB
Price List.pdf
42 KB
Automate the paperwork
Attach any form to an automation rule. "When a booking is confirmed, send the consent form." "When the appointment is done, send the feedback survey." Set it once, it runs forever.
Booking Confirmed
Triggers when a booking is confirmed
Send Consent Form
Email form link to the client
Field types
Logins required
To send to client
What you get
Drag-and-drop builder
Click a field type, drag it onto the canvas, customize it. Text, dropdowns, ratings, yes/no, checkboxes — build any form in minutes. Two-column layouts for that professional look.
Token-based access
Clients get a unique link to their form. No login, no account, no friction. They open the link, fill in the fields, and submit. You get the answers instantly.
Automation-ready
Attach any form to an automation. Booking confirmed? Consent form goes out automatically. Appointment completed? Feedback survey follows up. Set it once, forget it.
Document sharing
Upload PDFs, Word docs, or images and send them to clients with a click. Aftercare instructions, policy documents, price lists — all from one place.
Real-world use
Who uses this?
Therapist
Send consent forms and intake questionnaires before the first session. Clients arrive ready, you start on time.
Beauty Salon
Allergy and sensitivity questionnaires before chemical treatments. Protect your clients and your business.
Life Coach
Pre-session reflection forms help clients prepare. Post-session feedback helps you improve. All automated.
Forms & Documents FAQ
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