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, navigate to Admin > Custom Fields > Custom Forms. The Custom Forms page appears.

  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, navigate to Admin > 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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