This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.

Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.

My tools are different. Does it still fit?

The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

New-patient form that lands with the appointment

New patients fill in the intake form before they come, and their answers sit on the appointment in your calendar.

For a practice that still collects intake details on paper

From $490 per project

Typical timelineUsually within days of the confirmed scope

Start a sheet from it The part this sheet is for: Automation workflow

What this template does

Instead of a clipboard in the waiting room, a new patient gets a link to a short form when they book. Their answers are attached to the appointment in your calendar, so the person seeing them has read the form before the door opens.

Prefilled for you

The brief it fills in

When a new patient books, send them a link to our intake form and attach their answers to the appointment in our calendar.

Systems it connects

Google Forms, Tally or Typeform
Google Calendar or Outlook
Email

Kind of job

Automations - Clinics and salons

What you get

One integration built, tested and running on your own accounts
The steps written down, so both sides know exactly what runs
Checked by a person before it is handed over
Changes until you approve it

What you provide

The questions on your current paper form
The calendar the appointments are in
Who should see the answers

Questions about this template

What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.

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