Questions answered in this article:

  • FAQs about Therabyte Forms
  • How to create a customized form?


Related Articles:


Related videos:



To access and select the Form Type to be created: 

  1. From the left menu, navigate to Management, then click Forms.


  2. On the Forms page, click the New Form button.


  3. A modal window titled Select a Form Type will appear.

    Here, you can choose between three options:

The Three Types of Forms

  1. Self-Intake Form
    This form is available directly through your clinic website and is designed for new clients to fill out before their first appointment. It helps collect essential information ahead of time. You can also customize self-intake forms for existing clients—allowing you to create multiple versions to include clinic policies, consents, or other important agreements.
  2. Basic Form
    The Basic Form is ideal for existing clients. It’s simple to share and complete through the client portal. Unlike the self-intake form, it doesn’t require a built-in client profile block, as the system automatically links the form to the specific client it’s shared with. Use this form for surveys, feedback, or any general questionnaires.
  3. Evaluation Form
    The Evaluation Form functions similarly to the Basic Form but is intended specifically for assessments and evaluations.


?Tip: When in doubt, create a self-intake form.

Creating a New Form


  1. In the Select a Form Type modal, choose either Basic Form, Self-Intake, or Evaluation, then click Create.

  2. A welcome message will appear. Click Let’s Do It to continue. (You can also select Don’t Show Again to skip this message next time.)


  3. The Form Editor will open. To rename your form, click on [Untitled Form] in the top left corner and enter your preferred title.


  4. Go to the Build tab to start customizing your form.


  5. You can add a title for each Page (Step) to organize sections clearly. To create a new page, click + New Step.


  6. Within each step, add Blocks to organize your fields into categories or sections. For example, you might rename a block to Guidelines for Documentation.


  7. To add a Field, either click the (+) blue button or drag and drop a field type under the block.


  8. Continue adding fields (such as Text/Description fields) and additional sections as needed to build your form’s structure.

Form Components & Properties


For a detailed overview of form components and their customizable properties, please refer to the following article:

Form Components & Properties →

Saving and Publishing a Form on Your Landing Page
 Once you've finished building your form, follow these steps to save and publish it:


Saving Your Form

  1. Click the Save button in the upper right corner.

  2. From the dropdown menu, select Save to store your changes without publishing yet.
     
     


Publishing Your Form

If you're ready to share the form with clients:

  1. Select Save & Publish from the dropdown menu, or

  2. Choose Draft, then switch the status to Published.

Click Continue to confirm. The system will notify you once the form is successfully published.

Making a Form Visible on Your Landing Page


For a form to appear on your clinic’s landing page, it must:

  • Be a Self-Intake Form

  • Include the Client Profile Block


Once these conditions are met, follow the steps below:

  1. Use the Live toggle to make the form visible on your landing page.

  2. If the form has multiple versions, you can only set one version to Live at a time.

Form Categories

To organize your forms:

  1. Click the Settings button.

  2. Select the appropriate Form Category from the dropdown. For example, you might categorize it under Self-Intake Forms.

    You can also:

    • Edit existing categories

    • Add new categories by clicking the (+) button

  3. Once you’ve set the form category, click Confirm. Your form will now be live and accessible from your clinic’s landing page.


Now you know the basic steps for creating forms in Therabyte, you're ready to start building your own custom forms. If you have any questions or need further assistance, our support team is here to help. Simply contact us at support@therabyte.com and we'll be happy to assist you in any way we can.

FREQUENTLY ASKED QUESTIONS


  1. Is there a way to duplicate the form?
    Great news! You can now easily duplicate your forms. Simply navigate to the Forms tab, locate the specific form you wish to duplicate, and click on the three dots on the right-hand side. A menu will appear, offering you the choice to either duplicate or download the selected form. You can also change the type of form from self-intake form to basic form or vice versa after you have duplicated the form.
  2. Why can’t I change or add fields to the built in blocks?
    These fields are set up to auto populate fields within the client chart modal. They do not have the flexibility to add additional field types. However, if you select the pencil to edit, on the right hand side you will have properties that you can turn on and off. 
  3. How do I add a space between 1 field and the next?
    This can be achieved, by removing the subject line and adding it to the body of the field and bolding it. This will make it stand out and create space between fields. 

  4. Can I change the text of the signature button?
    The signature button text is fixed, if you would like to add in additional verification of understanding, we suggest adding a single checkbox that is required on the form directly above the signature.