This guide covers how intake forms reach clients: When to collect, automatic sending on booking, manual send and resend from profiles, staff fill-on-behalf, and shareable links.

There is no separate "Auto-send after booking" toggle. Open the form, go to Settings, and set When to collect:

Changing When to collect turns auto-send on. The form must also be Active, not archived, and linked to the service (or set to all services).

When When to collect is set and the form is active, a pending submission is created for bookings of linked services (unless frequency or a staff choice skips it).

Required before booking is different for self-serve: the form appears in checkout and must be completed before confirm. Staff-created bookings still send afterwards.

Unlinking a completed form from an appointment does not reset once-per-client. Submissions cannot be deleted. To collect again, change frequency to Every appointment, or Duplicate the form and send the copy.

Different forms can be linked to different services:

Configure service links in the form Settings. Only bookings for linked services trigger auto-send. One form on a booking with several matching services is sent once. Several forms on one service each follow their own frequency.

Courses can be linked the same way, using the lesson service.

If staff choose Book silently (skip both SMS and email on the booking), form auto-send is skipped too. No pending submission is created by the booking.

Send and resend live on the customer profile Fields & Forms tab, not the Paperwork tab. Paperwork is agreements and uploaded documents.

You can also send and resend from the appointment Forms & Responses section.

Send Form creates a new pending submission. If the form is Once per client and that owner has already completed it, send is blocked with "This client has already completed this form."

Resend re-notifies the same pending submission. It does not create a second pending.

Completed, archived, or inactive forms cannot be resent. Use Send Form only when you need a new pending (and frequency allows it).

When staff create a booking for a service with a linked form, they choose:

Either choice suppresses the background auto-send so you do not get a duplicate pending.

Use Fill for owner for phone bookings and walk-ins when the client is present.

Every active form has a shareable link you can copy and distribute through any channel.

The link opens the form in a browser. The client fills it in and submits. The submission is recorded against their profile.

If they complete a shareable-link form and then book within 24 hours, and the submission is still unlinked, Petboost attaches that completed submission to the new booking instead of sending the form again.

Both channels are sent simultaneously. The client only needs to complete the form once regardless of which channel they use.

The form Responses tab has a Sent via column for every row. It shows SMS, email, both, Self-service booking when the form was collected in online checkout, or Not sent. If a send used a mobile or email, that destination is listed under the channel. If no channel is stored and the booking was not self-service, the column shows a dash.

A: Yes. Use Send Form from the pet owner's Fields & Forms tab, or share the form link directly.

A: Only email delivery is sent. Add a mobile number to their profile to enable SMS delivery.

A: Yes. Use Resend on the pending submission. That re-sends the same link. Do not use Send Form unless you intend to create a second pending.

A: Forms sent via link can be filled in without logging in. The submission is associated with the client's profile based on the form link.

A: No. Detach / Remove only clears the appointment link. Status stays Completed. Once per client stays satisfied for that owner. Change frequency or Duplicate the form if you need another send.

Last Updated: 25 August 2026