Customer forms help you collect important information from customers before their visit. This gives you the details you need to prepare and provide your service smoothly.

Customer forms are an add-on feature in Timma Pro. You edit and adjust them freely to your liking, and billing starts only when you start sending the forms to your customers.

Select a suitable form template to get started.

Edit the form's questions and sections to your liking if needed. You can see how the form will look like to your customer by previewing it.

Choose how often the form is sent, connect it to your services, and start sending it.

To get started, go to More > Customer forms

You will see a list of ready-made form templates.

You can:

Select Edit next to a template to view and customize it.

Each form has a navigation menu with these sections:

The form is not connected to any services and is not sent to customers.

Preview how the form looks for customers. You can preview it at any time.

Edit the questions and texts shown to customers.

Choose when the form is sent and which services it is connected to.

When you have started sending the form the status changes to 🟢 Sending automatically.

Open the Form content tab to edit the form.

Only the Why we collect this information section must be visible. All other sections can be hidden if not needed.

This section explains why you ask customers to fill in the form.

A template text is provided. You can edit it freely. In this section, a link to your Privacy Policy is always visible to your customers. As mentioned, this section cannot be hidden.

Choose which contact details the customer must provide when filling in the form. Name is always mandatory.

Use this section to:

This section contains the questions customers must answer.

All questions in the form are mandatory.

Only ask for the information you need.

There are two question types:

Customers can write a free text answer.

Keep questions clear and short so customers know how to respond.

Customers select ‘Yes’ or ‘No’.

If they select Yes, an optional text field appears for additional details.

You can:

To add more questions, unhide a question at the bottom of the section and edit the text or question type.

Ask for customer consent to take photos for documentation or marketing purposes.

This section asks the customer to confirm and consent to the service based on the information in the form. You can edit it freely.

Once your form content is ready, open the Sending settings tab.

You can choose one of these options:

The form is sent the first time the customer books the selected service.

If it has been more than 12 months since the last time the customer filled out a form, it is sent to them again.

This option works well when information changes slowly.

The form is sent every time the customer books the selected service.

This option works well when you always need up-to-date information.

Click Select services to choose which services the form applies to.

Important:

Remember to click Save changes.

Form sending timing is fixed and cannot be changed.

→ The form is sent 1 week before the booking.

For example, the customer books a treatment for 4 weeks in the future. They will receive the form 1 week before the appointment time.

→ The form is sent 15 minutes after the booking was made.

If the form is not filled out by the customer 24 h before the booking starts, an automatic reminder email is sent to the customer.

To start sending the form, click Start sending in the banner at the top of the page.

Review the settings and confirm by clicking Yes, start sending.

The form will now be sent automatically by email when customers book the selected services.

Note! The form will not be sent to customers who have existing bookings in your calendar. Forms will only be sent to bookings created after you started sending the form.

You can now see that the status on the form has been updated from “Not being sent” to -> “Sending automatically”.

You can view form status, answers, and manage form actions in two places.

Open a booking from the calendar to see:

🟡Not completed or 🟢 Completed

Click the form in the booking modal to see the completed form.

Go to the customer’s Customer page > Forms tab to see:

Forms are visible to all team members.

In the Forms tab, click the ⋯ (three-dot) menu next to a form to manage additional actions:

If you edit a form that is already "Sending automatically”:

At the bottom of the Sending settings tab, you can reset the form to the default template.
All your custom edits to the form content will be removed and replaced with the original template texts.

Customer forms help you collect important information from customers before their visit.

You can use forms to:

Customer forms are designed to replace paper forms and manual pre-treatment questionnaires.

No.

Customer forms is not a medical journal or patient record system.
It is designed for pre-treatment information and consultation support.

If your business is regulated as a healthcare provider, you may be legally required to use a dedicated patient record system. Customer forms does not replace those systems.

If you are unsure about your obligations, check with your local authority or legal advisor.

Only you and your team can see the form answers in Timma Pro.

Yes.

Customer forms follows strong security and privacy practices:

You are responsible for collecting only the information you actually need.

Yes.

Forms are sent automatically by email before the visit.
Customers can fill them in beforehand on their preferred device e.g. on phone or laptop.

If the form is not filled in before the visit, the booking is still valid. You can ask the customer to complete the form by resending it to them e.g. when they arrive to their booked appointment. You can resend the form via the customers Customer card > Forms > “...” > Resend to customer

Yes.

You can include consent sections, disclaimers, and confirmation questions in your forms. You can edit the form templates to your needs.