Send a form to a client in the Clovo app
Tobias Gundry
Updated
Send a self-service form when you want a client to provide information from their own device. This is useful for health and intake forms, as well as other information you want clients to provide themselves. Clovo places the request in the client’s Forms area and sends a push notification and email using the studio’s notification settings.
You can send a request yourself from the client’s profile, or turn on Send automatically so Clovo requests the form when a client account is created or when the form blocks a booking. See send forms to clients automatically for that setup.
Send the request manually
You need Client Records or Owner access. If the client’s Forms tab is missing, ask an owner to check your roles.
- In Clovo Dashboard, open Clients.
- Select the client, then open the Forms tab.
- Select Request form.
- Choose the form to send.
Only active forms with Self-service turned on appear in this menu. If the form is staff-only, open it with Fill in a form and complete it from the dashboard instead.
Clovo confirms that the form was sent. The client sees the request in the Clovo app under Forms, in the To fill in section.
What the client sees
The client can open Forms from the account menu. The You tab can also show an A form to fill in card when there is one outstanding request.
The client opens the form, answers each required question and selects Submit form. The client cannot submit while a required question is unanswered.
After submission, the form moves to Completed in the client’s app. On the client profile, the status changes to Client completed. Open the completed form to review the answers or download its PDF.
If the client needs help
If the notification is not visible, ask the client to open Account → Forms in the Clovo app. The outstanding request is listed there even when they have missed the notification.
If the form is not listed on the dashboard’s Request form menu, check that it is not archived and that Self-service is turned on in the Form Builder.
While a request is waiting, you can open it on the client’s Forms tab and choose one of these actions:
- Fill in on their behalf closes the request and records the completed form as staff-entered.
- Cancel request removes the waiting request from the client’s app so you can send it again later.
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