This is step 11 of our step-by-step guide on how to create your very own Intake form.

Step 11 – Enable your form for use on the web

This step is optional, but if you want to use any of your forms on the web (i.e. by emailing a link to your patients for them to complete at home or on-the-go), you'll want to follow along. Doing this will also make it easier for testing your form more quickly.

By default, forms are kept private and are only available on the clinic's iPad app. So in order to make it available publicly, all we have to do is toggle the switch.

  • Scroll to the top of your form so you see the form's settings (as opposed to a screen or field). You should see the welcome screen and background image on the left with the form's settings on the right.

(If you don't see the form's settings and instead see a screen's or field's settings, tap the 'x' in the upper right-hand corner to close those settings)

  • Toggle the "public link" switch so that it's "on". It should now look like this:

And that's it! Your form will now be ready for use on the web once published (the next step).

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