Build a client form

Clinic admins can build online forms clients fill in from any device, such as intake, consent or boarding forms. Answers come back to Docs → Forms.

Add one of houndkit's forms

1. Go to Clinic Settings → Docs → Forms.
2. Under houndkit forms, click Add next to one, or Add all.

The form is copied to your clinic as a draft. Edit the questions to suit you, then publish it.

Build your own

1. Click New form.
2. Enter a Form title and, if you like, Intro / instructions shown at the top.
3. Add fields. Types include Short answer, Paragraph, Dropdown (pick one), Checkboxes (pick any), Single checkbox (agree), Date, Email, Phone, Signature (typed name), Signature (draw) and Info text (no answer).
4. For each field, write the question, add help text if needed, and tick Required if it must be answered.
5. Click Save form.

The client's name, pet's name and email are always asked, so you don't need to add them.

Handy options

• Show only when: show a question only when an earlier answer matches, like "What did they eat?" only if "Has your pet eaten today?" is Yes.
• Add an "Other" choice with a free-type box on dropdowns and checkboxes.
• Short name for PIMS copy: a shorter label, such as "CPR/DNR," used when staff click Copy for PIMS.
• Bulk add / edit: type or paste the whole form as text, one question per line. End a line with * to make it required. Lines starting with - become answer choices. Click Apply to field list to turn the text into fields.

Publish and share

1. Click Publish next to the form.
2. Its link shows in the list, as houndkit.com/f/ followed by your clinic and form name.
3. Click Copy link next to it, or staff can copy the link from Docs → Forms.

Unpublish stops the form taking new responses. Duplicate makes a draft copy to edit. Delete archives the form and its responses.

Other form settings

These apply to every form and live on the Settings sub-tab of Clinic Settings → Docs, under Client forms:

• Consent message: shown above Submit on every form. It saves when you click away from the box. Leave it empty for the standard wording.
• "Copy for PIMS" skips unanswered questions: when on, copied responses leave out questions the client skipped. It saves as soon as you flip it.