Growth99 provides a default Appointment Intake Form designed to collect essential patient information at the time of booking. This form includes a fixed set of core questions:
- Email Address
- First Name
- Last Name
- Phone Number
- Additional Notes
While the first four fields (First Name, Last Name, Email, and Phone Number) are non-editable and fixed for consistency and compliance, the “Additional Notes” field is fully customizable. It allows you to collect any extra information you may need during the appointment booking process.
You can update the Additional Notes field to suit your clinic needs—for example, asking for the Date of Birth, Address, Referral Source, or any other relevant data.
Step 1
Log in to your Growth99 panel using your credentials. Once logged in, go to “Business Settings” and click on “Locations”.
Step 2
On the Locations page, find the location for which you want to modify the intake form. Click the “Edit” button under the Actions column.
Step 3
Inside the Clinic Details page, navigate to the “Configuration” tab. Scroll to find the “Notes” section within the Configuration tab.
Here, you will see an option to change the label of the Additional Notes field.
Enter your custom label (e.g., “Date of Birth" or "How did you hear about us?")
Step 4
Make the question mandatory or optional by checking or unchecking the box.
Click on the Save Changes button.
This label will now appear in the appointment form instead of the default "Additional Notes" label.
