To ensure that only therapists can fill out a form and that the form remains read-only for your guests in Webstore and CMA:

  1. At the organization level, click the Admin icon and navigate to Custom Fields > Custom Forms.

  2. Select the applicable custom form or click Add.

  3. Select the Make this form read-only for guests (Webstore, CMA) checkbox.
    The form becomes read-only for guests and now only therapists can fill out the form.

Note: At the organization level, click the Admin icon and navigate to Resources > Services. In the Custom tab, the Allow emailing of form link checkbox includes the form link in the email via [ServiceDataLink] macro in the Appointment Confirmation and Appointment Reminder notifications. If you do not select the checkbox, the form link is not added to the notifications and your guest won’t be able to access the form from their email.


Learn more about uploading a custom HTML form

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