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Repeat Intake Forms After a Set Number of Days

Learn how to repeat, resend, or recreate an intake form after a set number of days. Also covers intake form expiration and expire form settings.

Repeat this form after controls how many days must pass before Quicker Notes can create another form from the same template for the same client. It is a repeat interval. It does not make an existing form inaccessible, and it does not create or send a new form by itself.


How the Repeat Interval Works

  • The interval is measured from the most recent form’s sent time.

  • If the form was not emailed, Quicker Notes uses its creation time.

  • After the full interval passes, Quicker Notes can create a fresh form the next time the client books one of the selected first-booking services.

Important:

The interval does not create or email a form when time passes. A matching future booking is still required.


How to Set the Repeat Interval

  1. Go to Settings → Intake Form Templates.

  2. Select the template and click Edit.

  3. Scroll to When should we create this form?

  4. Under Create this form the first time a client books one of the selected services, pick the services that should trigger this form.

  5. The Repeat this form after toggle is always visible. If no first-booking service is selected, it stays disabled and shows Pick a service first.

  6. Turn the toggle on, then enter how many days must pass before the form can be created again. This must be a whole number of at least 1.

  7. When it is on, the editor reads: Create this form again after [days] days when the client books a selected service.

  8. Click Save.

This setting applies only to services under Create this form the first time a client books one of the selected services. It does not apply to the new-client-only or every-booking rules. Turning the switch off removes the interval when you save. Removing the last selected first-booking service turns the switch off and clears the value.

Repeat this form after enabled for the Yoga service with a 30-day interval.

Repeat enabled for a selected service with a 30-day interval.

For the rest of the template editor, see Intake Form Templates (Create & Edit Templates).

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