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Practice Setup

Turn on your registration form

Switch on the form new clients fill in about themselves, and choose what it asks.

5 steps · 3 min read

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Client Forms is shown to every practice. If you already collect registration and consent in another system, you can hide the whole section from Settings.
You

Open Client Forms

In the left sidebar, click Client Forms. Section 1 is your registration form: what new clients are asked about themselves. A registration form is already there, built from the standard field set for your profession.

Section 1, Registration form, showing a dashed "Set up your registration form" box above a card named Patient Registration marked Default.
The dashed box is the one to open. It disappears once registration is on.
You

Open "Set up your registration form"

This opens the form itself. Name, date of birth and a phone or email are always collected, because client matching needs them. Everything below that is yours to switch on or off, and a live preview on the right shows what your client sees as you go.

The registration form editor. Four locked fields under ALWAYS COLLECTED, then an ABOUT YOU group with switches for Title, Preferred name, Pronouns and Occupation.
The locked rows cannot be turned off. The switches are yours.
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Press "Turn on registration"

The button sits at the bottom right of the panel. You do not have to change a single field first: if the standard set already suits you, press it as it is. Until you do, the footer reads "Not turned on yet" and no client is asked to register.

The panel footer reading "Not turned on yet, clients are not asked to register" beside a gold button labelled Turn on registration.
Enabled with or without edits.
Automatic

Registration switches on

The footer changes to "All changes saved" and the button goes back to a plain Save. That is the whole confirmation. Back on Client Forms, the dashed box in section 1 is gone.

The same footer after saving, now reading All changes saved with a plain Save button.
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Share the link, or let a send carry it

Scroll down inside the same panel to Share. That link is your registration page, and it never changes. You can also leave it alone: registration and consent can be added to a new client's first send automatically, which most practices use instead of sharing a link at all.

The Share block: "Send this link to patients", the practice registration URL, and Copy and QR buttons.
Your address follows the pattern clientforms.app/forms/your-practice/intake.

Frequently asked questions

Do I have to edit the form before I can turn it on?▾
No. The form arrives with the standard field set for your profession, and the Turn on registration button works whether or not you change anything. If the defaults suit you, one press is the whole job.
Can I change the registration form after clients have already filled it in?▾
Yes. Editing it only affects future submissions. Answers clients have already given are kept exactly as they were submitted.
What does the registration form collect?▾
First name, last name, date of birth and either a phone number or an email are always collected, because client matching needs them. Beyond that you choose: title, preferred name, pronouns, occupation, parent or guardian details, address, and more.
Where is my registration link?▾
Inside the registration form panel, under Share. It follows the pattern clientforms.app/forms/your-practice/intake and does not change. You do not need a pathway to use it.

Related guides

Setup5 steps

Review your consent forms

Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.

Setup5 steps

Change what your registration form asks

Switch fields on or off and add your own questions. Answers already submitted are not affected.

Setup4 steps

Set your practice email and details

Your practice address, ABN, phone and fees, entered once and reused on every form and report.

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