Forms is now available to FYI Pro practices as part of their existing subscription, expanding access to this powerful functionality beyond the Elite plan.
Forms helps practices standardise how information is captured, reduce manual data entry, and automate workflows from initial collection through to completion.
What does this mean for FYI Pro users?
Forms brings information collection directly into FYI, helping practices streamline everyday processes and manage information more efficiently.
With Forms, Pro practices can:
- Create Forms that suit your practice: Set your practice branding and then build customisable Form Templates, or get started quickly using the available Sample Templates.
- Make information collection easier: Collect information from clients and team members using Client Forms and Internal Forms, with standard fields, FYI data fields, and file uploads.
- Share Forms with ease: Send Forms to clients using Secure Link, Email or New Collaborate, or use General Forms to collect enquiries, feedback, and other information from external recipients.
- Keep track of every submission: Monitor progress through Form Workflow Statuses, review responses, and finalise completed Forms for recordkeeping.
- Automate everyday processes: Use Automation Processes to create Forms, manage submissions, and trigger follow-up activities, reducing manual work and keeping information flowing through your practice.
Who is this available for?
All Pro plan practices, in all regions, can use Forms without any additional subscription charges.
Pro practices that want to use the Create Client and update additional client fields using the Update Client step in Automation Processes will need to enable the FYI as Primary beta. This is optional and is not required to use Forms.
How does it work?
Discover how Forms can simplify information collection and help automate everyday workflows in your practice.
Our Introducing FYI Forms - Feature Walkthrough demonstrates how to create Form Templates, collect information internally, and send Forms to clients using FYI Automations.
See how your practice can move from collecting information to reviewing submissions and completing workflows, all within FYI.
Want to get started?
An FYI Admin can enable Forms from Practice Settings, and set their Practice Form branding. Once enabled, an FYI Admin or user with Templates permissions can create Form Templates or customise the available Sample Templates.
For help getting started, explore the following guides:
What's Next?
Once Forms is enabled, your practice can begin creating and sharing Forms, building reusable templates, and incorporating Forms into existing workflows.
Explore the resources below to get started, or visit the Forms section of the Help Centre for more information.
- Forms overview
- Creating Client Forms
- Sending Forms to Clients
- Creating and Submitting Internal Forms
- Setting up a Custom Process for Form Management
- Managing Form Workflow Statuses
For additional guidance, explore Forms Learning Resources and walkthroughs through the FYI Guide to learn more about creating, sharing, and managing Forms in your practice.