QuickerNotes automatically generates intake forms based on your form templates and send rules. When a form is created, the client receives an email with a secure link to complete it online.
How to Preview What Clients See
You can view the exact version of the intake form your client will see:
Open the client’s profile.
Go to the Forms tab.
At the top of the page, click Open Client Forms.
Choose whether to:
Stay logged in, or
Log out to view the full client-facing version
You’ll be taken directly to the client’s pending form(s).
This is the best way to verify client experience before an appointment.
What Clients Receive
Clients receive:
An automated intake form email (based on your Send Rules)
A secure link to their pending form
Your clinic’s name
The reply-to email you configured
Your customized email messaging
How Clients Open Their Forms
When a client opens the link in the intake form email, QuickerNotes asks the client to verify their identity. The steps depend on whether the client's profile has a last name.
Clients with a last name
The client enters their last name. Upper and lower case do not matter.
If the last name matches, the forms open.
If the last name does not match, the client sees The last name does not match.
Clients without a last name
Some clients have no last name in your booking system. These clients cannot use the last-name check, so QuickerNotes sends them an email code instead.
The intake form email tells the client to select Email me a code.
On the login page, the client selects Email me a code.
QuickerNotes sends a 6-digit code to the email on the client's profile. The page shows the email address partly hidden.
The client enters the code and selects Login.
The forms open. The Last Name field is empty, so the client can add it.
This also works when the client starts from a kiosk code. See Kiosk Overview.
Staff notes
A last name that contains only spaces counts as no last name.
The email code expires after 10 minutes. To get a new code, the client opens the link again and selects Email me a code.
If the client has no last name and no email, the client cannot log in. Add an email to the client's profile in your booking system.
Open Client Forms on the client profile still opens the forms without these steps.
Client Experience Overview
Clients will see:
A mobile-friendly intake form
Required questions clearly marked
Policy acknowledgement and/or signatures when configured
Ability to switch languages at the top of the page
Once submitted, the form appears instantly in the client’s profile in QuickerNotes.
If a client returns later with saved answers (including on the kiosk), see Returning to a form with saved answers in Kiosk Overview.