Recipe

Client experience and retention

Preview an intake form as a brand-new client

The preview is a working form. Fill it in, hit the validation, and nothing is saved or sent.

1 min read · Owner or manager · Getting set up
Open in Petboost

Preview as client opens a form the way a new client fills it in, so you can test it before anyone is sent it.

  1. Open Fields & Forms and select the form.
  2. Select Preview as client on the summary card beside it.
  3. Under Preview as, choose Shareable link or In booking checkout.
  4. Type into it, then select Complete Form.

A question left Required blocks Complete Form and shows the red asterisk and the message a client would get, so a question you made mandatory by accident turns up here rather than in a support message. Shareable link is the page a client opens from the SMS, and In booking checkout is the version inside booking checkout, which carries only the required questions.

Check

Nothing you type is saved and no client is sent anything.