• How the JotForm integration works

A quick overview showing how the JotForm integration works.

PAPERLESS JOTFORM

• Install the JotForm Integration

Link Jotform with your AppointmentGuru account so that when a client submits a form, their submission can be associated with their profile in AppointmentGuru (via magic 🦄)

JOTFORM PAPERLESS

• JotForm Integration

An overview on how to set up your AppointmentGuru account to work with JotForm. You will learn how to create forms in JotForm, connect them to your client's AppointmentGuru profile and add the forms to your AppointmentGuru notifications.

INTEGRATIONS JOTFORM AUTOMATION

• Understanding Jotform forms

Some quick tips to help you get the most out of JotForm's capabilities. This article will make some suggestions to help you create your first forms.

JOTFORM PAPERLESS

• Link your forms and map fields

For JotForm to send the form submissions to AppointmentGuru, you will need to link the form and optionally map certain fields from your form to corresponding client profile fields.

JOTFORM PAPERLESS

• Include your JotForm in your automatic notifications

AppointmentGuru can intelligently add links to your automated notifications and will only include the link if the client has not submitted the forms previously.

JOTFORM PAPERLESS

• Privacy and security suggestions with JotForm

Some tips and tricks to help you keep your JotForm data private, search and POPIA/GDPR compliant

POPIA GDPR SECURITY PRIVACY

• JotForm - Advanced topics

Tips and tricks to achieve some of the more complicated functionality available in JotForm

AUTOMATION DIY JOTFORM PAPERLESS

• Only include a JotForm form for specific appointment types

If a specific appointment type, such as an Initial Consultation, requires a particular form to be completed, you can include that form in your notifications for that appointment type.

• Share a form with a client

When sharing a JotForm with a client, it is important to share it from AppointmentGuru so that it can successfully be linked to their profile.

• Manually share a link to a form with a specific client

Each client has a unique form link, which links their form submission to their profile. You must share the correct link for a form to be correctly linked to a client's profile.

Note: The links shared in your notifications will automatically have the correct URL

• Creating a form in JotForm

A brief intro into creating your Jotform account (if you haven't already) and creating your forms.

• How to create a multi-form process flow with JotForm

How to redirect from one form to another form, and pass the relevant information to the second form.