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Custom Forms and Advanced Form Needs

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


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.


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.


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.


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.


Related Guides


Last Updated: 17 August 2026

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