Customise and digitise your intake forms, assessments, and questionnaires. Seamlessly integrated with Bravely Connect for efficient client management and data collection.
You can now create custom intake forms, questionnaires, and assessments directly within Bravely Connect!
Forms on Bravely save to and integrate with your existing client profiles, making it easier to collect and manage important information. Whether you're onboarding new clients or conducting regular check-ins, forms will help simplify your paperwork process.
New Release: Forms
Key Features
Easy-to-use, customisable form builder
Multiple form fields: Text, single choice, multiple choice, dropdown, signature, and more
Auto-sync fields: Completed fields get saved directly to client profile
Create and reuse templates
Tailor specific information for each client before sending
Add due date
Mark fields as mandatory
Secure data storage and easy retrieval
Benefits
Save time on administrative tasks
Improve data accuracy and completeness
Enhance client experience with user-friendly digital forms
Easy access to client information for better-informed sessions
Reduce paper usage and storage needs
Create standardised forms across your practice
Monitor form completion rates
Easily update and distribute new forms to your team
Clients receive and keep a copy of their forms on their Bravely Home dashboard
To Get Started
Go to Forms
Create a template by going to Setup > Templates
Use the form builder to create your template
Assign form to clients
Got questions or suggestions? We'd love to hear from you! Get in touch or email us at hello@bravely.io. Your feedback helps us improve Bravely for everyone.
Thank you for being part of our community and for trusting Bravely with your practice management needs.
Stay awesome,
The Bravely Team
