New Patient / Customer Intake
Forms filled before the first visit.
Recommended
Texts new customers a digital intake form before their first visit and files the answers in your sheet or CRM. Includes: 1 form (Google Forms or Jotform, up to 25 fields); 1 destination (sheet/CRM); 1 reminder if not completed; 100 texts/mo; 2 revision rounds; 0.5 h/mo.
Dental and medical forms that include health information need HIPAA-eligible tools. Ask us before you share patient information. Named apps are typical examples. Support for each specific app is confirmed at scoping and isn't guaranteed.
What's included
- 1 form (up to 25 fields)
- 1 destination
- 1 reminder
- 100 texts/mo
How setup works
- 01
Book a free 15-minute call
We look at the job and quote your final setup and monthly price in writing before you pay anything.
- 02
We build the included limits
We connect the apps, templates, and texts this starting price covers, then test them with you.
- 03
You go live month-to-month
A one-time setup fee plus a flat monthly plan, month-to-month with no long-term contract.
Fits these industries
Questions
What does the starting price include?
Texts new customers a digital intake form before their first visit and files the answers in your sheet or CRM. Includes: 1 form (Google Forms or Jotform, up to 25 fields); 1 destination (sheet/CRM); 1 reminder if not completed; 100 texts/mo; 2 revision rounds; 0.5 h/mo.
How does pricing work?
Every project starts with a one-time setup fee, then a flat monthly plan. Plans are month-to-month with no long-term contract. Prices start at the amounts shown, and your final price is quoted after a free 15-minute call.
Anything we should confirm first?
Dental and medical forms that include health information need HIPAA-eligible tools. Ask us before you share patient information. Named apps are typical examples. Support for each specific app is confirmed at scoping and isn't guaranteed.