Feature

Everything signed before the appointment starts.

Conditional intake forms, waivers and contracts — signed on any device.

What you get

  • Conditional logic
  • Legally-binding e-signature
  • Prefill from CRM
  • Export to PDF
How it works

Digital Forms & E-Signatures is available on all Professional plans and above. Configure it in seconds from Settings → Digital Forms & E-Signatures. Everything is designed to work without training — but a Phoenix specialist can help you tune it if you'd like.