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Automatic Delivery

Forms Go Out the Moment a Booking Is Created

Enable auto-send on a form and link it to a service. Every time a booking is created for that service, the form is sent automatically via SMS and email. No manual steps, no forgetting, no chasing.

  • Triggered automatically when a booking is created
  • SMS and email sent simultaneously
  • Works for self-service bookings and staff-created bookings
  • Configurable per service for targeted delivery
Zero manual effort: forms sent automatically on every booking

When to collect

Send after booking

Sent to the pet owner after a booking is confirmed

Required before booking

Pet owners must complete it before confirming

SMS Emailsent automatically

Frequency

Every appointment
Once per client

Puppy Intake Form

Pawfect Grooming

Vaccination up to date?

YesNo

Type your full name as signature

Sarah Mitchell

By typing your name above, you agree this serves as your electronic signature.

Submit
Inline During Self-Service Booking

Complete Forms at Checkout, Not Later

When a pet owner books online and the service has a linked form, the form appears inline at the review step. They complete it before confirming their booking. No separate link, no follow-up, no waiting.

  • Form rendered inline during the self-service checkout flow
  • Pet owner completes the form before confirming the booking
  • Submission recorded immediately against the client and appointment
  • Staff-created bookings trigger auto-send via SMS and email instead
One workflow: booking and intake captured in a single step
Flexible Distribution

Share Forms However You Prefer

Copy a shareable link for any form and send it through WhatsApp, Facebook Messenger, or any other channel. Send manually from the pet owner profile when auto-send is not appropriate. Frequency settings still apply regardless of how the form is sent.

  • Copy shareable link for any active form
  • Manual send from pet owner profiles
  • SMS delivery with direct link to the form
  • Email delivery with form link and instructions
Multiple channels: SMS, email, shareable link, or inline during booking
Puppy Intake FormActive
app.petboost.com/forms/puppy-intake
Send by SMS
Send by email
Or auto-send on every booking

Auto-Send Questions

Everything you need to know about automatic form delivery.

Paperwork that handles itself

Auto-send is included in every paid Petboost plan. Set it up once and spend less time chasing paperwork.

1800 291 005