Inserting variables allows you to personalise forms for each client without manually editing each one.
How It Works
1. Creating variables
Wrap your variable name in double curly brackets, like {{ClientName}}. When sending the form, you’ll be able to customise the value per client. For example:
Hi {{ClientName}}, please complete the form below before your next session with {{PractitionerName}}.
2. Customise before sending
You’ll have a chance to edit each variable before sending the form, so every client receives a tailored version.
3. When variables cannot be used
Variables cannot be used with any forms that have intake settings on them. For more details, see Automatically Assign and Require Forms.