Save time and stay organised. Caspen’s free form builder lets you create, download, and share forms effortlessly while tracking progress with automatic status updates.
Build a form once, then let Caspen send it, follow it up and file the answers against the client.
Drag in text, choices, yes/no switches, dates, scales, signatures and images, plus client fields such as medications and allergies, and arrange them into sections.
Link form templates to a service. When that service is booked, the form is created for the client and can be emailed to them automatically.
Each form shows whether it has been sent and viewed, and whether it is not started, in progress or completed.
Set a schedule of reminder emails, such as 3 and 7 days after sending, and they stop once the form is completed.
Share an intake form by link, email, website embed or QR code. Each submission creates a new client record.
Show or hide a field based on earlier answers, so clients only see the questions that are relevant to them.
Upload an existing PDF form and Caspen AI rebuilds it as a template for you to review. You can also ask it for changes in plain words.
The details that make forms easy for clients to complete and easy for your team to use.
Add a signature field that clients sign by drawing or typing their name.
Clients can save a form part way through and come back to finish it later.
Download a formatted PDF of any completed form.
Fill client fields with the details you already hold, and update the profile with the answers.
Give each form your theme colour and your logo or a header image of your own.
Choose who on your team is emailed when a form is submitted, with a PDF copy if you like.
Add tags to the client automatically when they complete a form.
Clients can find and complete their forms in the client portal.
See forms by template, status and location, and export the list as a CSV.
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