User Question: "What form capabilities does Petboost have, and what if I need something more advanced?"
Quick Version: Petboost includes a built-in form builder with custom fields, sections, e-signatures, send-after-booking or required-before-booking, and per-service assignment. Forms do not support conditional logic, branching, or file-upload fields. For those, a third-party form can sit alongside Petboost.
What Petboost Offers
Petboost provides a form and data collection system designed for pet businesses:
Custom Fields (Profile Data)
Add business-specific fields directly to pet and pet owner profiles:
6 field types: Text, Textarea, Number, Dropdown, Yes/No, Date
3 visibility levels: Staff Only, Client Visible, Client Editable
Instant display: fields appear on all profiles the moment you save
Client self-service: editable fields sync to the pet owner portal
How to access: Fields & Forms > Pet Owner Fields or Pet Fields tab
Intake Form Builder
Build structured questionnaires and send them to clients:
11 field types: Text, Textarea, Number, Dropdown, Yes/No, Date, Signature, Info Block, Multi Select, Street Address, and Time
Sections: group related questions under named headings
Per-service assignment: link forms to specific services or all services
Frequency control: "every appointment" or "once per client"
When to collect: send after booking (SMS and email), or required before booking in self-serve checkout
Electronic signatures: collect legally binding e-signatures within forms
Submission tracking: see who has completed paperwork and who is still pending
How to access: Fields & Forms > Forms tab
Auto-Send on Booking
Forms sent automatically when a booking is created for a linked service
Delivered via SMS and email simultaneously
Staff booking choice: Fill for owner or Send to owner
Shareable links for manual distribution through any channel
Works for both self-service and staff-created bookings
Additional Built-In Data Collection
Petprint tab: coat colour, allergies, medications, temperament, microchip, insurance
Care & Grooming Templates tab: head/body/feet preferences with reference photos
Petprint tab (Vaccination Certificates): certificate upload, date tracking, expiry reminders
Paperwork tab: uploaded documents, signed agreements, waivers
Emergency contacts: vet and emergency contact information on owner profiles
Full guide: Custom Fields and Intake Forms
What Petboost Does NOT Offer
For edge cases beyond the built-in form builder:
❌ Conditional logic (if X, then show Y)
❌ Multi-page forms with page-by-page navigation (sections are supported, but not separate pages)
❌ File upload fields within forms (use the Paperwork tab for document uploads)
❌ Custom field types like sliders, rating matrices, or ranking questions
Why these are excluded: Petboost's form builder covers the vast majority of pet business intake needs without added complexity. Conditional logic and multi-page flows add significant UI complexity for relatively niche use cases. For the small number of businesses that need these capabilities, third-party form tools work well alongside Petboost.
Recommended Alternatives for Advanced Needs
If you need conditional logic, complex multi-page flows, or file uploads within a form, these tools complement Petboost well:
Google Forms (Free)
Unlimited questions and responses
Conditional logic (show questions based on answers)
File upload fields
Responses saved to Google Sheets
Best for: free, simple conditional forms
How to use with Petboost: Create your form in Google Forms, share the link with clients after booking (manually or via email). Copy key information into Petboost profiles or custom fields.
Link: forms.google.com
Typeform (From $35 AUD/month)
Professional, conversational form experience
Logic jumps (conditional questions)
Beautiful design and branding options
Payment collection within forms
Best for: professional-looking branded forms with conditional logic
How to use with Petboost: Design branded forms in Typeform, embed on your website or share links. Reference responses when working in Petboost.
Link: typeform.com
JotForm (Free tier available, from $47 AUD/month)
10,000+ form templates
Conditional logic and payment integration
PDF generation from submissions
Mobile app for offline forms
Best for: advanced features like PDF generation or HIPAA-compliant forms
How to use with Petboost: Build custom forms or start from a template. Share via link or embed. Summarise responses in Petboost pet notes or custom fields.
Link: jotform.com
When to Use What
Need | Use |
Standard intake questions (health, diet, emergency contacts) | Petboost Intake Forms |
Electronic signature collection | Petboost Intake Forms (Signature field) |
Per-service paperwork with auto-send | Petboost Intake Forms |
Business-specific profile data | Petboost Custom Fields |
Conditional logic (if X, show Y) | Google Forms or Typeform alongside Petboost |
Complex multi-page assessment (30+ questions) | Google Forms or Typeform alongside Petboost |
File uploads within a form | Google Forms, Typeform, or JotForm |
PDF generation from submissions | JotForm |
Frequently Asked Questions
Q: Does Petboost support conditional logic in forms?
A: No. Every field in a form is shown. There is no show/hide based on earlier answers. Use separate forms per use case, or a third-party form alongside Petboost if the questionnaire must branch.
Q: Can I embed external forms into Petboost?
A: Not directly. The recommended workflow is to share the external form link via email or SMS after booking, or embed the form on your own website. Clients complete the form separately.
Q: Does Petboost support electronic signatures?
A: Yes. Add a Signature field to any intake form. Clients sign directly on their device. Signed submissions are stored against the client profile and accessible from the Fields & Forms tab.
Q: Can Petboost forms collect file uploads?
A: Not within the form itself. For document collection, use the Paperwork tab on customer profiles where clients can upload files directly. Alternatively, use an external form tool with file upload support.
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