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Forms

Intake, consent and waiver forms filled on the customer's phone, signed, and saved on their record.

Included in every plan

How it works

1

Start from a preset — new customer, new patient, vehicle drop-off, waiver — or build your own in minutes.

2

Send the link by text or email, or put a QR at the front desk. The customer fills it on their phone and signs with a finger.

3

The answers land on the customer record, with the files and a signed PDF. Whoever sent it gets an email.

What it does for you

  • ✓No clipboard, no retyping: the address, phone and email the customer typed are already on the record.
  • ✓A signed consent or waiver is a PDF you can produce, with the time and the device it was signed on.
  • ✓Sensitive forms stay in private storage and nothing from them is ever put in a text message.

See it with your own numbers

No commitment after trial — cancel anytime

Start your 15-day free trial →

Still deciding?

Tell us what you do and we will tell you honestly whether this fits. A person reads it, and replies.

Contact →
info@tmadvisorsgroup.com
Talk to us
Forms — how it works in RunGrid